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Candice S Medeiros

@Slocum, Gordon & Co Llp

Latest period2024 - Q3ReportedManaged Assets$248.607MTotal holdings135
Assets growth rate84.97%Assets growth rate (2-Q avg)42.37%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Slocum, Gordon & Co Llp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Slocum, Gordon & Co Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 248.607M in assets, with a quarterly growth rate of 84.97% and a 2-quarter average growth rate of 42.37%. The portfolio is managed by Candice S Medeiros, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IRTIndependence Rlty Tr Inc
Recent Activity
New Position
0.93%
$2.298M
112,088 shares@ $20.5 avg price
SLBSchlumberger Ltd
Recent Activity
New Position
0.02%
$41,950
1,000 shares@ $41.95 avg price
PINKSimplify Exchange Traded Fun
Recent Activity
New Position
0.01%
$3,549
108 shares@ $32.87 avg price
PCTPurecycle Technologies Inc
Recent Activity
New Position
0.01%
$676
71 shares@ $9.53 avg price