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
$192M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$53.7M
2
+$27.4M
3
+$22.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20.7M

Top Sells

1
+$26.2M
2
+$22.5M
3
+$20.9M

Sector Composition

1 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 60.46%
381,723
+177,230
2
$28.8M 14.97%
+378,787
3
$23.9M 12.41%
+227,427
4
$21.9M 11.38%
+200,458
5
$1.5M 0.78%
764,069
6
– –
-345,704
7
– –
-42,100
8
– –
-94,357