CFO

CVA Family Office Portfolio holdings

AUM $712M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Sells

1 +$9.61M
2 +$5.05M
3 +$2.25M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.01M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M

Sector Composition

1 Technology 5.44%
2 Healthcare 3.33%
3 Industrials 3.3%
4 Financials 3.1%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$79K 0.02%
1,570
+1,410
277
$79K 0.02%
115
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278
$78K 0.02%
290
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279
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755
280
$76K 0.02%
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281
$76K 0.02%
325
282
$76K 0.02%
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283
$75K 0.02%
553
284
$74K 0.02%
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285
$73K 0.02%
1,870
286
$73K 0.02%
797
-1,035
287
$73K 0.02%
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288
$73K 0.02%
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289
$73K 0.02%
460
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290
$73K 0.02%
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291
$72K 0.02%
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292
$72K 0.02%
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293
$72K 0.02%
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295
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296
$70K 0.02%
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297
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215
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298
$69K 0.02%
2,460
+1,340
299
$69K 0.02%
1,054
300
$69K 0.02%
3,793