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Cortney Cost

@Kraft Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$129.468MTotal holdings52
Assets growth rate1.37%Assets growth rate (2-Q avg)4.37%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kraft Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Kraft Asset Management, Llc 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 129.468M in assets, with a quarterly growth rate of 1.37% and a 2-quarter average growth rate of 4.37%. The portfolio is managed by Cortney Cost, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
New Position
0.72%
$926,840
3,156 shares@ $293.68 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.42%
$535,361
11,114 shares@ $48.17 avg price
DFGRDimensional Etf Trust
Recent Activity
New Position
0.29%
$369,680
14,635 shares@ $25.26 avg price
PNFPPinnacle Finl Partners Inc
Recent Activity
New Position
0.19%
$242,919
2,025 shares@ $119.96 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.17%
$208,848
916 shares@ $228.0 avg price
VUGVanguard Index Fds
Recent Activity
New Position
0.16%
$206,880
500 shares@ $413.76 avg price