CA

CV Advisors Portfolio holdings

AUM $361M
1-Year Est. Return 26.44%
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$3.89M
2 +$657K
3 +$475K
4
AAPL icon
Apple
AAPL
+$173K
5
AMZN icon
Amazon
AMZN
+$95.1K

Top Sells

1 +$2.62M
2 +$2.05M
3 +$1.39M
4
META icon
Meta Platforms (Facebook)
META
+$505K
5
DIS icon
Walt Disney
DIS
+$308K

Sector Composition

1 Technology 15.42%
2 Consumer Staples 7.73%
3 Communication Services 6.64%
4 Consumer Discretionary 6.09%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-21,609
27
-439
28
-16,875
29
-1,100