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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
IAUIshares Gold Tr
Recent Activity
New Position
0.61%
$668,972
13,512 shares@ $49.51 avg price
IVVIshares Tr
Recent Activity
New Position
0.28%
$299,590
509 shares@ $588.59 avg price
IAIIshares Tr
Recent Activity
New Position
0.23%
$251,773
1,747 shares@ $144.12 avg price
IYYIshares Tr
Recent Activity
New Position
0.2%
$210,864
1,474 shares@ $143.06 avg price