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Sara Smith

@Brand Asset Management Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$246.26MTotal holdings89
Assets growth rate-3.61%Assets growth rate (2-Q avg)2.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brand Asset Management Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Brand Asset Management Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.26M in assets, with a quarterly growth rate of -3.61% and a 2-quarter average growth rate of 2.15%. The portfolio is managed by Sara Smith, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACWIIshares Tr
Recent Activity
Increased 10.48%
0.14%
$330,880
2,816 shares@ $117.5 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 2.11%
0.14%
$322,236
6,655 shares@ $48.43 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 34.39%
0.12%
$295,175
3,107 shares@ $95.01 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 2.84%
0.12%
$281,081
1,161 shares@ $242.11 avg price
VZVerizon Communications Inc
Recent Activity
Increased 1.03%
0.12%
$276,051
6,903 shares@ $40.0 avg price
METAMeta Platforms Inc
Recent Activity
Increased 8.99%
0.11%
$269,969
461 shares@ $585.62 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 7.9%
0.11%
$268,924
1,421 shares@ $189.25 avg price
NEENextera Energy Inc
Recent Activity
Increased 8.81%
0.11%
$258,691
3,608 shares@ $71.7 avg price
SCHHSchwab Strategic Tr
Recent Activity
Increased 2.63%
0.11%
$250,620
11,900 shares@ $21.07 avg price
SMBVaneck Etf Trust
Recent Activity
Increased 3.82%
0.09%
$218,411
12,780 shares@ $17.1 avg price