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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
SHELShell Plc
Recent Activity
Exited
0%
$2,165
30 shares@ $72.17 avg price
QQQInvesco Qqq Tr
Recent Activity
Exited
0%
$1,916
4 shares@ $479.0 avg price
IEFIshares Tr
Recent Activity
Exited
0%
$1,685
18 shares@ $93.62 avg price
IJHIshares Tr
Recent Activity
Exited
0%
$1,111
19 shares@ $58.48 avg price
IJRIshares Tr
Recent Activity
Exited
0%
$959
9 shares@ $106.56 avg price
IJTIshares Tr
Recent Activity
Exited
0%
$770
6 shares@ $128.34 avg price
4771⤦Jetai Inc
Recent Activity
Exited
0%
$139
328 shares@ $0.43 avg price