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