CVA
Central Valley Advisors Portfolio holdings
AUM
$294M
This Quarter Return
+6.38%
1 Year Return
+14.9%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(-24%)
Cap. Flow
-$22.2M
Cap. Flow
% of AUM
-12.54%
Top 10 Holdings %
Top 10 Hldgs %
40.04%
Holding
173
New
36
Increased
40
Reduced
36
Closed
44
Top Buys
| 1 |
Broadcom
AVGO
|
$3.5M |
| 2 |
Innovator US Equity Ultra Buffer ETF August
UAUG
|
$1.63M |
| 3 |
Innovator US Equity Ultra Buffer ETF September
USEP
|
$1.1M |
| 4 |
Tesla
TSLA
|
$1.08M |
| 5 |
Innovator US Equity Ultra Buffer ETF July
UJUL
|
$781K |
Top Sells
Sector Composition
| 1 | Technology | 21.36% |
| 2 | Financials | 10.03% |
| 3 | Industrials | 7.12% |
| 4 | Healthcare | 7.1% |
| 5 | Consumer Discretionary | 6.48% |
