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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
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
MSFTMicrosoft Corp
Recent Activity
Decreased -27.18%
1.56%
$6.976M
16,211 shares@ $430.31 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 5.1%
1.49%
$6.666M
139,316 shares@ $47.86 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 2.31%
1.3%
$5.81M
85,629 shares@ $67.85 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 7.17%
1.12%
$5.004M
63,594 shares@ $78.69 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.1%
1.08%
$4.798M
37,428 shares@ $128.21 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 42.45%
1.07%
$4.756M
25,523 shares@ $186.34 avg price
NVDANvidia Corporation
Recent Activity
Decreased -35.97%
0.99%
$4.414M
36,351 shares@ $121.44 avg price
IWYIshares Tr
Recent Activity
Increased 2.4%
0.97%
$4.341M
19,728 shares@ $220.05 avg price