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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
SGOVIshares Tr
Recent Activity
Decreased -38.04%
1.01%
$1.114M
11,105 shares@ $100.33 avg price
TQQQProshares Tr
Recent Activity
Decreased -86.4%
0.8%
$875,686
11,066 shares@ $79.14 avg price
UDOWProshares Tr
Recent Activity
Decreased -38.88%
0.47%
$512,982
5,426 shares@ $94.55 avg price
SPXLDirexion Shs Etf Tr
Recent Activity
Decreased -42%
0.46%
$509,813
3,022 shares@ $168.71 avg price
UPROProshares Tr
Recent Activity
Decreased -40.53%
0.45%
$490,164
5,530 shares@ $88.64 avg price