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CPR Investments Portfolio holdings

AUM $130M
1-Year Est. Return 29.56%
This Fund
S&P 500
This Quarter Est. Return
-5.7%
1 Year Est. Return
+29.56%
3 Year Est. Return
+79.33%
5 Year Est. Return
10 Year Est. Return
AUM
$66.6M
AUM Growth
-$54.2M
Cap. Flow
-$46.6M
Cap. Flow %
-69.94%
Top 10 Hldgs %
78.96%
Holding
95
New
15
Increased
14
Reduced
15
Closed
51
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLV icon
1
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$8.33M 12.51%
+64,931
New +$8.51M
LIT icon
2
Global X Lithium & Battery Tech ETF
LIT
$1.49B
$7.5M 11.28%
103,348
-26,302
-20% -$1.87M
BIL icon
3
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$5.81M 8.73%
+63,544
New +$5.81M
SH icon
4
ProShares Short S&P500
SH
$887M
$5.65M 8.49%
+85,580
New +$5.28M
PDBC icon
5
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.81B
$5.47M 8.22%
+303,395
New +$5.77M
QQH icon
6
HCM Defender 100 Index ETF
QQH
$709M
$5.17M 7.77%
140,026
-20,869
-13% -$840K
LGH icon
7
HCM Defender 500 Index ETF
LGH
$565M
$4.6M 6.91%
132,616
-30,623
-19% -$1.14M
VTIP icon
8
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$4.2M 6.31%
+83,765
New +$4.24M
SHY icon
9
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.05M 4.58%
+36,788
New +$3.05M
GLD icon
10
SPDR Gold Trust
GLD
$131B
$2.77M 4.16%
+16,417
New +$2.87M
UPS icon
11
United Parcel Service
UPS
$97.6B
$913K 1.37%
5,000
-125
-2% -$22.8K
XLU icon
12
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$899K 1.35%
+25,646
New +$928K
XLP icon
13
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$898K 1.35%
+12,439
New +$934K
DIA icon
14
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$854K 1.28%
+2,775
New +$907K
XLE icon
15
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$838K 1.26%
23,446
-232,622
-91% -$9.33M
VBR icon
16
Vanguard Small-Cap Value ETF
VBR
$37.1B
$830K 1.25%
+5,542
New +$909K
GBIL icon
17
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$600K 0.9%
+6,014
New +$601K
IBM icon
18
IBM
IBM
$202B
$566K 0.85%
4,011
-74
-2% -$9.99K
HRZN icon
19
Horizon Technology Finance
HRZN
$294M
$548K 0.82%
47,460
+2,480
+6% +$31.1K
BEPC icon
20
Brookfield Renewable
BEPC
$6.12B
$488K 0.73%
13,718
-1,338
-9% -$49.5K
LUMN icon
21
Lumen
LUMN
$6.53B
$438K 0.66%
40,145
-1,000
-2% -$11.2K
HASI icon
22
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.9B
$382K 0.57%
10,079
-313
-3% -$12.4K
USDU icon
23
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$472M
$369K 0.55%
+13,207
New +$362K
TSM icon
24
TSMC
TSM
$2.09T
$355K 0.53%
4,342
+253
+6% +$23.4K
WTMF icon
25
WisdomTree Managed Futures Strategy Fund
WTMF
$237M
$348K 0.52%
+9,911
New +$354K

Similar funds

CPR Investments's Q2 2022 Portfolio in Review

As of Q2 2022, CPR Investments held 95 positions worth $66.6M, down 45% from $121M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

CPR Investments withdrew a net $46.6M in Q2 2022, closing 51 positions and reducing 15 holdings. Its most notable exit was ProShares UltraPro QQQ, an estimated $16.3M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 3.4% of assets, up from 2.5% a quarter earlier, followed by Technology and Financials.

Against the trend, CPR Investments opened a new position in State Street Health Care Select Sector SPDR ETF worth $8.33M.

  • CPR Investments's largest Q2 2022 buy was State Street Health Care Select Sector SPDR ETF: 64,931 shares worth $8.33M.
  • CPR Investments added most to Alexandria Real Estate Equities in Q2 2022, an estimated $36K increase.
  • CPR Investments's biggest Q2 2022 reduction was State Street Energy Select Sector SPDR ETF, cutting an estimated $9.33M.
  • CPR Investments fully exited ProShares UltraPro QQQ in Q2 2022, selling an estimated $16.3M.
  • CPR Investments's ten largest holdings make up 79% of its $66.6M portfolio in Q2 2022.
  • CPR Investments opened 15 new positions and closed 51 in Q2 2022.
  • CPR Investments's portfolio value fell 45% quarter-over-quarter to $66.6M.

Based on CPR Investments's 13F filing for Q2 2022, filed 11 Aug 2022.