Candice S Medeiros

@Slocum, Gordon & Co Llp

Latest period2024 - Q3

Reported2mo 15d ago

Managed Assets$248.607M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BABoeing Co Recent Activity Exited	0%	$103,745 570 shares@ $182.01 avg price	Exited
CCitigroup Inc Recent Activity Exited	0%	$63,460 1,000 shares@ $63.46 avg price	Exited
ATOAtmos Energy Corp Recent Activity Exited	0%	$58,325 500 shares@ $116.65 avg price	Exited
ETNEaton Corp Plc Recent Activity Exited	0%	$47,032 150 shares@ $313.55 avg price	Exited
AVGOBroadcom Inc Recent Activity Exited	0%	$41,743 26 shares@ $1605.5 avg price	Exited
HALHalliburton Co Recent Activity Exited	0%	$33,780 1,000 shares@ $33.78 avg price	Exited
MUBIshares Tr Recent Activity Exited	0%	$32,710 307 shares@ $106.55 avg price	Exited
VVisa Inc Recent Activity Exited	0%	$13,910 53 shares@ $262.46 avg price	Exited
IEFAIshares Tr Recent Activity Exited	0%	$10,096 139 shares@ $72.64 avg price	Exited
VOOVanguard Index Fds Recent Activity Exited	0%	$3,720 7 shares@ $531.43 avg price	Exited