CVA
Central Valley Advisors Portfolio holdings
AUM
$294M
This Quarter Return
+11.77%
1 Year Return
+14.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.09%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.4M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$8.5M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$8.28M |
| 4 |
Microsoft
MSFT
|
$7.51M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$5.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.27% |
| 2 | Financials | 9.02% |
| 3 | Consumer Discretionary | 8.1% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 5.94% |
