Dalyce Young Tinoco

@Cva Family Office, Llc

Latest period2024 - Q4

Reported11d ago

Managed Assets$631.67M

Total holdings1287

Assets growth rate2.54%

Assets growth rate (2-Q avg)6.71%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cva Family Office, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1287 positions.

Assets under management

The assets under management (AUM) of Cva Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 631.67M in assets, with a quarterly growth rate of 2.54% and a 2-quarter average growth rate of 6.71%. The portfolio is managed by Dalyce Young Tinoco, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PBTPermian Basin Rty Tr Recent Activity Exited	0%	$5,496 463 shares@ $11.88 avg price	Exited
NSPInsperity Inc Recent Activity Exited	0%	$3,520 40 shares@ $88.0 avg price	Exited
PRGProg Holdings Inc Recent Activity Exited	0%	$3,200 66 shares@ $48.49 avg price	Exited
HIIHuntington Ingalls Inds Inc Recent Activity Exited	0%	$2,644 10 shares@ $264.4 avg price	Exited
AYAtlantica Sustainable Infr P Recent Activity Exited	0%	$2,528 115 shares@ $21.99 avg price	Exited
WPCWp Carey Inc Recent Activity Exited	0%	$2,492 40 shares@ $62.3 avg price	Exited
PCHPotlatchdeltic Corporation Recent Activity Exited	0%	$2,207 49 shares@ $45.05 avg price	Exited
NVEINuvei Corporation Recent Activity Exited	0%	$2,201 66 shares@ $33.35 avg price	Exited
INDVIndivior Plc Recent Activity Exited	0%	$1,989 204 shares@ $9.75 avg price	Exited
ARKGArk Etf Tr Recent Activity Exited	0%	$1,869 73 shares@ $25.61 avg price	Exited