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CV Advisors Portfolio holdings

AUM $366M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.59M
3
+$2.98M
4
UBER icon
Uber
UBER
+$2.23M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.66M

Top Sells

1
+$14.7M
2
+$1.57M
3
+$1.19M
4
UPS icon
United Parcel Service
UPS
+$225K
5
AMZN icon
Amazon
AMZN
+$126K

Sector Composition

1 Technology 18.51%
2 Communication Services 11.22%
3 Consumer Discretionary 5.65%
4 Financials 3.11%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$790K 0.22%
7,800
27
$698K 0.19%
+1,000
28
$660K 0.18%
+2,346
29
$635K 0.18%
7,821
30
$576K 0.16%
5,111
31
$457K 0.13%
18,278
32
$449K 0.12%
+31,500
33
$419K 0.12%
5,267
34
$417K 0.12%
1,493
35
$405K 0.11%
5,155
-14,845
36
$401K 0.11%
15,388
+3,358
37
$392K 0.11%
+2,000
38
$363K 0.1%
2,620
39
$330K 0.09%
5,800
40
$321K 0.09%
3,110
-1,024
41
$306K 0.08%
+1,265
42
$302K 0.08%
451
43
$256K 0.07%
+7,982
44
$237K 0.07%
2,964
45
$223K 0.06%
+684
46
$219K 0.06%
+1,200
47
$219K 0.06%
14,908
-8,739
48
$217K 0.06%
+1,460
49
$209K 0.06%
+1,476
50
$209K 0.06%
+663
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