CA
CV Advisors Portfolio holdings
AUM
$361M
1-Year Est. Return
26.44%
1 Year Est. Return
+26.44%
AUM
$361M
AUM Growth
+$35.5M
(+11%)
Holding
54
Top Buys
| 1 | +$4.91M | |
| 2 | +$3.73M | |
| 3 | +$3.12M | |
| 4 |
Uber
UBER
|
+$2.34M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$1.7M |
Top Sells
| 1 | +$14.7M | |
| 2 | +$1.57M | |
| 3 | +$1.17M | |
| 4 |
United Parcel Service
UPS
|
+$225K |
| 5 |
Rivian
RIVN
|
+$128K |
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 | |
|---|---|---|---|---|---|---|
|
51
United Parcel Service
UPS
$73.7B
| – | – |
-2,225
|
|
||
52
Royal Caribbean
RCL
$82.3B
| – | – |
-5,000
|
|
||
53
Invesco QQQ Trust
QQQ
$388B
| – | – |
-26,735
|
|
||
54
Navitas Semiconductor
NVTS
$3.2B
| – | – |
-10,000
|
|