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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
XBISpdr Ser Tr
Recent Activity
Exited
0%
$1.587M
16,060 shares@ $98.81 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$934,840
12,438 shares@ $75.16 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$713,329
1,858 shares@ $383.93 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$502,132
9,857 shares@ $50.95 avg price
PFEPfizer Inc
Recent Activity
Exited
0%
$268,111
9,264 shares@ $28.95 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Exited
0%
$235,399
4,716 shares@ $49.92 avg price
MDTMedtronic Plc
Recent Activity
Exited
0%
$210,141
2,334 shares@ $90.04 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Exited
0%
$207,782
2,572 shares@ $80.79 avg price
HSYHershey Co
Recent Activity
Exited
0%
$201,325
1,050 shares@ $191.74 avg price