CARROLL FINANCIAL Overview

Carroll Financial Associates Inc. is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 42 employees, of which 28 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 666MM in positions, representing 38% of the manager's regulatory AUM.

CARROLL FINANCIAL StockAlpha

-0.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CARROLL FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PRF 13.79% ETF 5.04% 0.48% 6 1%
USMV 11.78% ETF -2.66% -0.47% 1 5%
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CARROLL FINANCIAL Founders and Key Employees

Name Title In Position Since
Larry W. Carroll President/Chief Compliance Officer June-1980
Benjamin K. Graves Executive Vice President January-1984
John A. Patterson Executive Vice President December-1986
Carl A. Brooks Executive Vice President January-1990
Kristopher W. Carroll Chief Operations Officer January-2015

CARROLL FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

CARROLL FINANCIAL Investment Strategy

CARROLL FINANCIAL Portfolio Concentration

CARROLL FINANCIAL Location

4201 CONGRESS STREET, STE 210
CHARLOTTE, North Carolina
UNITED STATES, 28209

CARROLL FINANCIAL Contact Information

Phone Number: 704-553-8006
Fax Number: 704-553-9610
Website:

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