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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
VNQIVanguard Intl Equity Index F
Recent Activity
Increased 6.93%
0.09%
$203,972
5,156 shares@ $39.57 avg price