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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
NOBLProshares Tr
Recent Activity
Increased 2.18%
16.39%
$64.653M
649,451 shares@ $99.55 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 0.9%
16.16%
$63.747M
787,686 shares@ $80.93 avg price
CGCPCapital Grp Fixed Incm Etf T
Recent Activity
Increased 4.13%
6.43%
$25.343M
1.142M shares@ $22.21 avg price
COWZPacer Fds Tr
Recent Activity
Increased 0.77%
5.65%
$22.258M
394,078 shares@ $56.49 avg price
PULSPgim Etf Tr
Recent Activity
Increased 3.79%
3.32%
$13.1M
264,377 shares@ $49.56 avg price
IHDGWisdomtree Tr
Recent Activity
Increased 1.38%
2.42%
$9.537M
219,399 shares@ $43.48 avg price
FRBAFirst Bk Williamstown New Je
Recent Activity
Increased 0.41%
0.68%
$2.648M
188,198 shares@ $14.08 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 0.99%
0.61%
$2.406M
46,514 shares@ $51.73 avg price
MCKMckesson Corp
Recent Activity
Increased 1.19%
0.59%
$2.297M
4,030 shares@ $569.97 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 1.8%
0.59%
$2.291M
10,143 shares@ $225.89 avg price