CVSC

C.V. Starr & Co Portfolio holdings

AUM $182M
1-Year Est. Return 37.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$50.3M
2 +$25.5M
3 +$23.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$23.8M
5
AMZN icon
Amazon
AMZN
+$6.14M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.14%
2 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.5M 38.64%
+204,493
2
$24.3M 18.96%
+345,704
3
$23.1M 18.03%
+87,465
4
$23.1M 17.99%
+200,120
5
$6.58M 5.14%
+30,000
6
$1.59M 1.24%
+764,069