Kaitlin Theobald

@Sherrill & Hutchins Financial Advisory, Inc

Latest period2024 - Q4

Reported4d ago

Managed Assets$113.123M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FBNDFidelity Merrimack Str Tr Recent Activity Increased 3.95%	32.69%	$36.97M 823,928 shares@ $44.87 avg price	Increased 3.95%
SCHKSchwab Strategic Tr Recent Activity Increased 95.13%	0.92%	$1.039M 36,684 shares@ $28.31 avg price	Increased 95.13%
HDHome Depot Inc Recent Activity Increased 0.28%	0.63%	$702,403 1,806 shares@ $388.93 avg price	Increased 0.28%
VOOVanguard Index Fds Recent Activity Increased 0.3%	0.49%	$551,645 1,024 shares@ $538.72 avg price	Increased 0.3%