Nancy Reinhold

@Cpr Investments Inc.

Latest period2024 - Q4

Reported4d ago

Managed Assets$110.83M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
STRVEa Series Trust Recent Activity New Position	0.73%	$802,492 21,230 shares@ $37.8 avg price	New Position
IVWIshares Tr Recent Activity New Position	0.68%	$749,020 7,377 shares@ $101.54 avg price	New Position
CGGRCapital Group Growth Etf Recent Activity New Position	0.67%	$736,511 19,815 shares@ $37.17 avg price	New Position
IWBIshares Tr Recent Activity New Position	0.67%	$732,407 2,273 shares@ $322.23 avg price	New Position
AGGIshares Tr Recent Activity New Position	0.61%	$672,868 6,944 shares@ $96.9 avg price	New Position
IAUIshares Gold Tr Recent Activity New Position	0.61%	$668,972 13,512 shares@ $49.51 avg price	New Position
UDOWProshares Tr Recent Activity Decreased -38.88%	0.47%	$512,982 5,426 shares@ $94.55 avg price	Decreased -38.88%
SPXLDirexion Shs Etf Tr Recent Activity Decreased -42%	0.46%	$509,813 3,022 shares@ $168.71 avg price	Decreased -42%
UPROProshares Tr Recent Activity Decreased -40.53%	0.45%	$490,164 5,530 shares@ $88.64 avg price	Decreased -40.53%
SPYSpdr S&p 500 Etf Tr Recent Activity	0.35%	$383,296 654 shares@ $586.08 avg price