CVA

Central Valley Advisors Portfolio holdings

AUM $323M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$8.42M
3
+$8.37M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$8.34M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$8.32M

Top Sells

1
+$2.77M
2
+$2.67M
3
+$2.33M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$1.95M
5
CME icon
CME Group
CME
+$1.65M

Sector Composition

1 Technology 10%
2 Financials 5.82%
3 Healthcare 4.72%
4 Consumer Discretionary 3.45%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
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