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Aryn Sands

@Consolidated Portfolio Review Corp

Latest period2024 - Q3ReportedManaged Assets$448.205MTotal holdings309
Assets growth rate4.54%Assets growth rate (2-Q avg)8.49%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Consolidated Portfolio Review Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 309 positions.

Assets under management

The assets under management (AUM) of Consolidated Portfolio Review Corp 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 - Q3, they manage 448.205M in assets, with a quarterly growth rate of 4.54% and a 2-quarter average growth rate of 8.49%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BIVVanguard Bd Index Fds
Recent Activity
Increased 5.29%
4.33%
$19.377M
247,247 shares@ $78.37 avg price
IWFIshares Tr
Recent Activity
Increased 0.71%
3.85%
$17.213M
45,855 shares@ $375.39 avg price
AAPLApple Inc
Recent Activity
Increased 3.15%
2.97%
$13.303M
57,093 shares@ $233.0 avg price
VTVVanguard Index Fds
Recent Activity
Increased 2.77%
2.57%
$11.515M
65,962 shares@ $174.58 avg price
GSEWGoldman Sachs Etf Tr
Recent Activity
Increased 2.92%
2.22%
$9.942M
128,321 shares@ $77.48 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.98%
2.11%
$9.414M
178,254 shares@ $52.81 avg price
VDCVanguard World Fd
Recent Activity
Increased 3.84%
2.02%
$9.05M
41,421 shares@ $218.49 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
Increased 0.57%
1.71%
$7.62M
160,318 shares@ $47.53 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 5.74%
1.65%
$7.388M
65,411 shares@ $112.94 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 1.42%
1.59%
$7.088M
119,716 shares@ $59.21 avg price