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Dalyce Young Tinoco

@Cva Family Office, Llc

Latest period2024 - Q4ReportedManaged Assets$631.67MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GLTGlatfelter Corporation
Recent Activity
New Position
0.01%
$981
54 shares@ $18.17 avg price
ACADAcadia Pharmaceuticals Inc
Recent Activity
New Position
0.01%
$918
50 shares@ $18.36 avg price
IRTCIrhythm Technologies Inc
Recent Activity
New Position
0.01%
$902
10 shares@ $90.2 avg price
NINisource Inc
Recent Activity
New Position
0.01%
$882
24 shares@ $36.75 avg price
AYIAcuity Brands Inc
Recent Activity
New Position
0.01%
$876
3 shares@ $292.0 avg price
CURBCurbline Pptys Corp
Recent Activity
New Position
0.01%
$836
36 shares@ $23.23 avg price
LSCCLattice Semiconductor Corp
Recent Activity
New Position
0.01%
$793
14 shares@ $56.65 avg price
ROCKGibraltar Inds Inc
Recent Activity
New Position
0.01%
$766
13 shares@ $58.93 avg price
SRRKScholar Rock Hldg Corp
Recent Activity
New Position
0.01%
$735
17 shares@ $43.24 avg price
POWIPower Integrations Inc
Recent Activity
New Position
0.01%
$679
11 shares@ $61.73 avg price