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Dana Grigg

@Camelot Technology Advisors, Inc.

Latest period2024 - Q4ReportedManaged Assets$110.47MTotal holdings56
Assets growth rate-2.57%Assets growth rate (2-Q avg)1.25%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Camelot Technology Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Camelot Technology Advisors, 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 110.47M in assets, with a quarterly growth rate of -2.57% and a 2-quarter average growth rate of 1.25%. The portfolio is managed by Dana Grigg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ILFIshares Tr
Recent Activity
Exited
0%
$796,243
30,731 shares@ $25.92 avg price
EWZIshares Inc
Recent Activity
Exited
0%
$696,963
23,634 shares@ $29.49 avg price
OKEOneok Inc New
Recent Activity
Exited
0%
$430,587
4,725 shares@ $91.13 avg price
TLTIshares Tr
Recent Activity
Exited
0%
$252,427
2,573 shares@ $98.11 avg price
BAHBooz Allen Hamilton Hldg Cor
Recent Activity
Exited
0%
$241,373
1,483 shares@ $162.76 avg price
VOEVanguard Index Fds
Recent Activity
Exited
0%
$206,568
1,232 shares@ $167.67 avg price