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  Name: CAMELOT TECHNOLOGY ADVISORS INC.
  City: SAN FRANCISCO
  State: CA
  Zip: 94104
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $107,897,000
  Total Value Change : $10,364,000
  Securities Held Change : 3
   
All Securities Held : 59
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 29
  Unchanged Positions : 12
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 2 - $0.00 $6,347,000 85,513 5.88% 263,000 -966 0.001    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 3 - $548.49 $5,266,000 10,067 4.88% 443,000 -79 0    Closed - End Fund - E...
   (IWC)1 Year Chart         IWC iShares Russell Microcap Index 6 - $112.61 $4,236,000 34,949 3.93% 139,000 -360 0.44    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 7 - $77.78 $3,421,000 44,796 3.17% -8,000 -2,815 0.002    Closed - End Fund - E...
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 15 - $0.00 $2,071,000 41,467 1.92% -17,000 -452 0.046    N/A
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 18 - $89.54 $1,472,000 15,847 1.36% 108,000 -102 0.002    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 19 - $145.92 $1,419,000 9,608 1.32% 45,000 -468 0    Closed - End Fund - E...
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 22 - $108.45 $1,165,000 10,695 1.08% -33,000 -135 0.003    Closed - End Fund - E...
   (EWZ)1 Year Chart         EWZ iShares MSCI-Brazil 26 - $27.06 $965,000 29,766 0.89% -81,000 -150 0.002    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 32 - $231.41 $841,000 4,039 0.78% 15,000 -250 0.001    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 42 - $107.18 $403,000 3,749 0.37% -12,000 -116 0    Closed - End Fund - E...
   (XLC)1 Year Chart         XLC Communication Services Sele... 43 - $84.03 $370,000 4,531 0.34% 14,000 -373 0.001    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 48 - $376.25 $310,000 900 0.29% 14,000 -51 0    Closed - End Fund - E...
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 56 - $96.07 $202,000 1,966 0.19% -68,000 -655 0.003    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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