Sign In
test

Tim Monaco

Accordant Advisory Group Inc

Assets Managed
$161.406M
Holdings
238
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
11.39%(2Q avg: 4.99%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Accordant Advisory Group Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 238 positions.

Assets under management

The assets under management (AUM) of Accordant Advisory Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 161.406M in assets, with a quarterly growth rate of 11.39% and a 2-quarter average growth rate of 4.99%. The portfolio is managed by Tim Monaco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FPI
Farmland Partners Inc
Recent Activity
Increased 6.67%
9.93%
$16.025M
1.427M shares@ $11.24 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Increased 5.28%
8.32%
$13.421M
378,692 shares@ $35.45 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Decreased -8.53%
7.63%
$12.309M
273,228 shares@ $45.06 avg price
PSLV
Sprott Physical Silver Trust
Recent Activity
Decreased -11.01%
7.01%
$11.306M
463,560 shares@ $24.4 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -1.84%
6.81%
$10.979M
175,495 shares@ $62.57 avg price
UROY
Uranium Royalty Corp
Recent Activity
Increased 1.61%
5.68%
$9.162M
2.51M shares@ $3.66 avg price
PPLT
Abrdn Physical Platinum Shrs
Recent Activity
Increased 69.4%
4.8%
$7.743M
43,444 shares@ $178.24 avg price
FLBR
Franklin Ftse Brazil Etf
Recent Activity
Increased 9.68%
4.58%
$7.383M
309,029 shares@ $23.9 avg price
FLJP
Franklin Ftse Japan Etf
Recent Activity
Increased 15.42%
3.88%
$6.252M
172,812 shares@ $36.19 avg price
JOE
St Joe Co The
Recent Activity
Increased 0.48%
3.8%
$6.124M
97,515 shares@ $62.8 avg price

1-10 of 238