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Holly Jinks

@Iam Advisory, Llc

Latest period2024 - Q4ReportedManaged Assets$394.593MTotal holdings101
Assets growth rate-0.27%Assets growth rate (2-Q avg)3.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Iam Advisory, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Iam Advisory, Llc 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 394.593M in assets, with a quarterly growth rate of -0.27% and a 2-quarter average growth rate of 3.49%. The portfolio is managed by Holly Jinks, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JHMLJohn Hancock Exchange Traded
Recent Activity
Decreased -0.87%
5.89%
$23.207M
333,192 shares@ $69.66 avg price
QGROAmerican Centy Etf Tr
Recent Activity
Decreased -2.6%
3.74%
$14.729M
147,731 shares@ $99.71 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Decreased -1.37%
2.98%
$11.721M
190,988 shares@ $61.38 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Decreased -0.59%
1.87%
$7.356M
76,200 shares@ $96.54 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -1.57%
1.83%
$7.196M
29,713 shares@ $242.18 avg price
AAPLApple Inc
Recent Activity
Decreased -0.52%
1.48%
$5.839M
23,318 shares@ $250.43 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -1.57%
1.4%
$5.523M
87,045 shares@ $63.46 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.05%
1.31%
$5.168M
22,293 shares@ $231.84 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -1.75%
1.12%
$4.402M
47,468 shares@ $92.73 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -2.09%
1.06%
$4.149M
5,375 shares@ $771.94 avg price