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Kaitlin Theobald

@Sherrill & Hutchins Financial Advisory, Inc

Latest period2024 - Q4ReportedManaged Assets$113.123MTotal holdings11
Assets growth rate-2.28%Assets growth rate (2-Q avg)1.09%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sherrill & Hutchins Financial Advisory, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Sherrill & Hutchins Financial Advisory, Inc 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 113.123M in assets, with a quarterly growth rate of -2.28% and a 2-quarter average growth rate of 1.09%. The portfolio is managed by Kaitlin Theobald, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VONEVanguard Scottsdale Fds
Recent Activity
Decreased -5.63%
37.96%
$42.939M
160,991 shares@ $266.72 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Decreased -3.65%
25.1%
$28.394M
294,142 shares@ $96.54 avg price
TSLATesla Inc
Recent Activity
Decreased -50.39%
0.55%
$612,625
1,517 shares@ $403.84 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.22%
0.48%
$534,803
3,052 shares@ $175.24 avg price