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Ashleigh Swayze

@Chb Investment Group, Llc

Latest period2024 - Q4ReportedManaged Assets$184.162MTotal holdings74
Assets growth rate-2.3%Assets growth rate (2-Q avg)-1.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chb Investment Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Chb Investment Group, 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 184.162M in assets, with a quarterly growth rate of -2.3% and a 2-quarter average growth rate of -1.15%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CORCencora Inc
Recent Activity
Increased 0.17%
1.39%
$2.548M
11,341 shares@ $224.68 avg price
PCARPaccar Inc
Recent Activity
Increased 0.05%
1.38%
$2.533M
24,352 shares@ $104.02 avg price
DPZDominos Pizza Inc
Recent Activity
Increased 0.47%
1.19%
$2.179M
5,192 shares@ $419.69 avg price
CIThe Cigna Group
Recent Activity
Increased 0.29%
1.16%
$2.133M
7,726 shares@ $276.09 avg price
ZROZPimco Etf Tr
Recent Activity
Increased 8.36%
1.12%
$2.048M
29,844 shares@ $68.63 avg price
LTPZPimco Etf Tr
Recent Activity
Increased 11.37%
1.04%
$1.914M
36,758 shares@ $52.08 avg price
TOKIshares Tr
Recent Activity
Increased 1.76%
1.03%
$1.896M
16,338 shares@ $116.05 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Increased 0.4%
0.98%
$1.79M
2,513 shares@ $712.3 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 189.22%
0.76%
$1.394M
50,318 shares@ $27.71 avg price
URTHIshares Inc
Recent Activity
Increased 147.8%
0.56%
$1.013M
6,512 shares@ $155.56 avg price