CFO

CVA Family Office Portfolio holdings

AUM $777M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.3%
2 Consumer Staples 3.29%
3 Technology 3.05%
4 Financials 2.64%
5 Energy 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K 0.01%
75
302
$9K 0.01%
5
303
$9K 0.01%
+30
304
$9K 0.01%
+300
305
$9K 0.01%
222
306
$9K 0.01%
50
307
$8K 0.01%
23
308
$8K 0.01%
321
+4
309
$8K 0.01%
+30
310
$7K 0.01%
117
311
$7K 0.01%
212
312
$7K 0.01%
62
313
$7K 0.01%
120
314
$6K ﹤0.01%
100
315
$6K ﹤0.01%
67
316
$6K ﹤0.01%
196
317
$6K ﹤0.01%
150
318
$6K ﹤0.01%
141
319
$6K ﹤0.01%
174
320
$5K ﹤0.01%
266
321
$5K ﹤0.01%
200
322
$5K ﹤0.01%
103
323
$5K ﹤0.01%
200
324
$5K ﹤0.01%
150
325
$5K ﹤0.01%
143