test

Robin Gould

@Christensen, King & Associates Investment Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$213.3MTotal holdings92
Assets growth rate0.4%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Christensen, King & Associates Investment Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Christensen, King & Associates Investment Services, Inc. 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 213.3M in assets, with a quarterly growth rate of 0.4% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Robin Gould, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWDIshares Tr
Recent Activity
Increased 9.49%
0.12%
$250,957
1,339 shares@ $187.43 avg price
IJJIshares Tr
Recent Activity
Increased 8.31%
0.11%
$229,615
1,826 shares@ $125.75 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.08%
0.11%
$215,242
1,274 shares@ $168.95 avg price
IEFAIshares Tr
Recent Activity
Increased 0.07%
0.1%
$206,618
2,927 shares@ $70.6 avg price
OTLKOutlook Therapeutics Inc
Recent Activity
Increased 2.92%
0.01%
$15,547
10,576 shares@ $1.48 avg price