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
PRMWPrimo Water Corporation Recent Activity Exited	0%	$1,742 69 shares@ $25.25 avg price	Exited
FROFrontline Plc Recent Activity Exited	0%	$1,325 58 shares@ $22.85 avg price	Exited
WDSWoodside Energy Group Ltd Recent Activity Exited	0%	$1,259 73 shares@ $17.25 avg price	Exited
ONTOOnto Innovation Inc Recent Activity Exited	0%	$1,245 6 shares@ $207.5 avg price	Exited
DCIDonaldson Inc Recent Activity Exited	0%	$1,106 15 shares@ $73.74 avg price	Exited
CMBTEuronav Nv Recent Activity Exited	0%	$1,097 66 shares@ $16.63 avg price	Exited
SITCSite Ctrs Corp Recent Activity Exited	0%	$1,089 18 shares@ $60.5 avg price	Exited
AUAnglogold Ashanti Plc Recent Activity Exited	0%	$1,039 39 shares@ $26.65 avg price	Exited
QRVOQorvo Inc Recent Activity Exited	0%	$826 8 shares@ $103.25 avg price	Exited
MPWMedical Pptys Trust Inc Recent Activity Exited	0%	$778 133 shares@ $5.85 avg price	Exited