test

Aryn Sands

@Hart & Patterson Financial Group Llc

Latest period2024 - Q4ReportedManaged Assets$205.756MTotal holdings72
Assets growth rate-2.56%Assets growth rate (2-Q avg)1.02%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hart & Patterson Financial Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Hart & Patterson 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 205.756M in assets, with a quarterly growth rate of -2.56% and a 2-quarter average growth rate of 1.02%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CLIPGlobal X Fds
Recent Activity
Exited
0%
$203,613
2,026 shares@ $100.5 avg price