CVA
Central Valley Advisors Portfolio holdings
AUM
$323M
1-Year Est. Return
15.5%
1 Year Est. Return
+15.5%
AUM
$323M
AUM Growth
+$29.1M
(+9.9%)
Holding
149
Top Buys
| 1 | +$8.83M | |
| 2 | +$8.79M | |
| 3 | +$3.95M | |
| 4 |
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
|
+$3.95M |
| 5 |
McDonald's
MCD
|
+$1.91M |
Top Sells
| 1 | +$8.52M | |
| 2 | +$8.5M | |
| 3 | +$3.87M | |
| 4 |
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
|
+$3.87M |
| 5 |
Nike
NKE
|
+$1.81M |
Sector Composition
| 1 | Technology | 12.12% |
| 2 | Financials | 5.53% |
| 3 | Consumer Discretionary | 4.41% |
| 4 | Communication Services | 4.1% |
| 5 | Industrials | 2.87% |
