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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
IWMIshares Tr
Recent Activity
Increased 0.31%
0.98%
$1.08M
4,887 shares@ $220.96 avg price
LQDIshares Tr
Recent Activity
Increased 14.21%
0.97%
$1.063M
9,947 shares@ $106.84 avg price
AAgilent Technologies Inc
Recent Activity
0.87%
$958,142
7,132 shares@ $134.35 avg price
TBTProshares Tr
Recent Activity
Increased 1.06%
0.86%
$947,834
25,883 shares@ $36.62 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -20.28%
0.84%
$923,621
6,714 shares@ $137.57 avg price
EWJIshares Inc
Recent Activity
Increased 1.54%
0.84%
$918,033
13,682 shares@ $67.1 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.36%
0.81%
$884,693
3,805 shares@ $232.51 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 0.99%
0.72%
$786,707
10,394 shares@ $75.69 avg price
DBAInvesco Db Multi-sector Comm
Recent Activity
Increased 2.02%
0.7%
$770,585
28,980 shares@ $26.6 avg price
EFAXSpdr Index Shs Fds
Recent Activity
Decreased -0.55%
0.65%
$713,606
17,925 shares@ $39.82 avg price