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Nancy Reinhold

@Cpr Investments Inc.

Latest period2024 - Q4ReportedManaged Assets$110.83MTotal holdings35
Assets growth rate4.63%Assets growth rate (2-Q avg)-3.87%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cpr Investments Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Cpr Investments Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 110.83M in assets, with a quarterly growth rate of 4.63% and a 2-quarter average growth rate of -3.87%. The portfolio is managed by Nancy Reinhold, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GLDSpdr Gold Tr
Recent Activity
Decreased -25.77%
7.31%
$8.101M
33,457 shares@ $242.13 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -15.51%
6.57%
$7.278M
79,597 shares@ $91.44 avg price
HCMTDirexion Shs Etf Tr
Recent Activity
Decreased -34.72%
3.75%
$4.148M
114,938 shares@ $36.09 avg price
SHYIshares Tr
Recent Activity
Decreased -9.75%
2.65%
$2.927M
35,704 shares@ $81.98 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -17.73%
2.44%
$2.695M
5,001 shares@ $538.85 avg price
DDMProshares Tr
Recent Activity
Decreased -12.04%
1.85%
$2.043M
21,441 shares@ $95.3 avg price
SSOProshares Tr
Recent Activity
Decreased -12.45%
1.79%
$1.983M
21,438 shares@ $92.51 avg price
QLDProshares Tr
Recent Activity
Decreased -29.48%
1.78%
$1.967M
18,041 shares@ $109.01 avg price
QQHNorthern Lts Fd Tr Iii
Recent Activity
Decreased -33.67%
1.54%
$1.704M
25,426 shares@ $67.04 avg price
LGHNorthern Lts Fd Tr Iii
Recent Activity
Decreased -32.83%
1.33%
$1.473M
28,295 shares@ $52.07 avg price