Richard K. Oring

@New Century Financial Group, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$235.215M

Total holdings286

Assets growth rate-13.76%

Assets growth rate (2-Q avg)1.05%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in New Century Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 286 positions.

Assets under management

The assets under management (AUM) of New Century Financial Group, Llc 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 235.215M in assets, with a quarterly growth rate of -13.76% and a 2-quarter average growth rate of 1.05%. The portfolio is managed by Richard K. Oring, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EOGEog Res Inc Recent Activity New Position	0.1%	$215,675 1,704 shares@ $126.57 avg price	New Position
IGLBIshares Tr Recent Activity New Position	0.09%	$210,334 4,269 shares@ $49.28 avg price	New Position