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.

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.