Lora Rommel

@Ehrlich Financial Group

Latest period2024 - Q4

Reported5d ago

Managed Assets$140.695M

Total holdings106

Assets growth rate0.34%

Assets growth rate (2-Q avg)5.52%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ehrlich Financial Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Ehrlich Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 140.695M in assets, with a quarterly growth rate of 0.34% and a 2-quarter average growth rate of 5.52%. The portfolio is managed by Lora Rommel, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPMBSpdr Ser Tr Recent Activity New Position	1.85%	$2.597M 120,488 shares@ $21.56 avg price	New Position
MTUMIshares Tr Recent Activity New Position	1.19%	$1.663M 8,039 shares@ $206.93 avg price	New Position
IAUIshares Gold Tr Recent Activity New Position	0.7%	$973,466 19,662 shares@ $49.52 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.42%	$581,601 1,417 shares@ $410.45 avg price	New Position
FXIIshares Tr Recent Activity New Position	0.4%	$548,767 18,028 shares@ $30.44 avg price	New Position
CATFAmerican Centy Etf Tr Recent Activity New Position	0.38%	$527,483 10,576 shares@ $49.88 avg price	New Position
IWFIshares Tr Recent Activity New Position	0.3%	$422,066 1,051 shares@ $401.59 avg price	New Position
SPHYSpdr Ser Tr Recent Activity New Position	0.3%	$420,743 17,927 shares@ $23.47 avg price	New Position
IYRIshares Tr Recent Activity New Position	0.26%	$357,756 3,844 shares@ $93.07 avg price	New Position
DEDeere & Co Recent Activity New Position	0.19%	$265,243 626 shares@ $423.72 avg price	New Position