Dalyce Young Tinoco

@Cva Family Office, Llc

Latest period2024 - Q4

Reported12d 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
OSCROscar Health Inc Recent Activity Exited	0%	$764 36 shares@ $21.23 avg price	Exited
DFINDonnelley Finl Solutions Inc Recent Activity Exited	0%	$724 11 shares@ $65.82 avg price	Exited
IGTInternational Game Technolog Recent Activity Exited	0%	$639 30 shares@ $21.3 avg price	Exited
VKTXViking Therapeutics Inc Recent Activity Exited	0%	$633 10 shares@ $63.3 avg price	Exited
ADNTAdient Plc Recent Activity Exited	0%	$632 28 shares@ $22.58 avg price	Exited
OLEDUniversal Display Corp Recent Activity Exited	0%	$630 3 shares@ $210.0 avg price	Exited
MYGNMyriad Genetics Inc Recent Activity Exited	0%	$603 22 shares@ $27.41 avg price	Exited
IOVAIovance Biotherapeutics Inc Recent Activity Exited	0%	$592 63 shares@ $9.4 avg price	Exited
GERNGeron Corp Recent Activity Exited	0%	$586 129 shares@ $4.55 avg price	Exited
KSSKohls Corp Recent Activity Exited	0%	$570 27 shares@ $21.12 avg price	Exited