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Kimberly Cooney

@Greenfield Ftc, Inc.

Latest period2024 - Q4ReportedManaged Assets$513.609MTotal holdings3
Assets growth rate11.37%Assets growth rate (2-Q avg)8.06%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenfield Ftc, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 3 positions.

Assets under management

The assets under management (AUM) of Greenfield Ftc, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 513.609M in assets, with a quarterly growth rate of 11.37% and a 2-quarter average growth rate of 8.06%. The portfolio is managed by Kimberly Cooney, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Tr
Recent Activity
84.38%
$433.38M
739,455 shares@ $586.08 avg price
EFA
Msci Eafe Etf (efa)
Recent Activity
Increased 207.74%
13.16%
$67.577M
893,758 shares@ $75.61 avg price
IWM
Russell 2000 Etf
Recent Activity
2.47%
$12.653M
57,262 shares@ $220.97 avg price

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