CFO

CVA Family Office Portfolio holdings

AUM $869M
1-Year Est. Return 19.29%
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.37%
2 Consumer Staples 2.84%
3 Technology 2.77%
4 Financials 2.45%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$10K 0.01%
194
302
$10K 0.01%
200
303
$9K 0.01%
300
304
$9K 0.01%
230
-1,250
305
$9K 0.01%
+350
306
$9K 0.01%
101
+1
307
$8K ﹤0.01%
120
308
$8K ﹤0.01%
212
309
$8K ﹤0.01%
23
310
$8K ﹤0.01%
30
311
$7K ﹤0.01%
150
312
$7K ﹤0.01%
143
313
$7K ﹤0.01%
141
314
$7K ﹤0.01%
150
315
$7K ﹤0.01%
103
316
$7K ﹤0.01%
62
317
$6K ﹤0.01%
164
318
$6K ﹤0.01%
200
319
$6K ﹤0.01%
196
320
$6K ﹤0.01%
67
321
$5K ﹤0.01%
248
+6
322
$5K ﹤0.01%
266
323
$5K ﹤0.01%
433
324
$5K ﹤0.01%
25
-200
325
$5K ﹤0.01%
110