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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
7434⤦Proshares Tr
Recent Activity
Exited
0%
$8.375M
771,847 shares@ $10.86 avg price
PDBCInvesco Actvely Mngd Etc Fd
Recent Activity
Exited
0%
$3.289M
244,865 shares@ $13.44 avg price
SPLGSpdr Ser Tr
Recent Activity
Exited
0%
$1.641M
24,303 shares@ $67.52 avg price
TNADirexion Shs Etf Tr
Recent Activity
Exited
0%
$800,160
18,046 shares@ $44.35 avg price
SHLDGlobal X Fds
Recent Activity
Exited
0%
$704,280
18,917 shares@ $37.24 avg price
IXJIshares Tr
Recent Activity
Exited
0%
$692,519
7,055 shares@ $98.17 avg price
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$681,700
5,000 shares@ $136.34 avg price
SMHVaneck Etf Trust
Recent Activity
Exited
0%
$664,433
2,707 shares@ $245.45 avg price
VTVVanguard Index Fds
Recent Activity
Exited
0%
$627,579
3,595 shares@ $174.57 avg price
QCLNFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$546,586
15,221 shares@ $35.91 avg price