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
$556M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$1.05M
3 +$890K
4
AAPL icon
Apple
AAPL
+$753K
5
NVDA icon
NVIDIA
NVDA
+$643K

Sector Composition

1 Technology 8.51%
2 Financials 3.64%
3 Healthcare 3.05%
4 Consumer Staples 2.37%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$137K 0.02%
2,036
+86
302
$137K 0.02%
234
-1
303
$136K 0.02%
778
304
$136K 0.02%
364
+311
305
$136K 0.02%
1,248
-2,165
306
$136K 0.02%
599
+25
307
$135K 0.02%
2,079
+11
308
$135K 0.02%
2,753
+31
309
$133K 0.02%
2,128
-72
310
$133K 0.02%
843
311
$132K 0.02%
905
+12
312
$130K 0.02%
768
313
$128K 0.02%
1,050
314
$128K 0.02%
802
315
$127K 0.02%
4,107
-2,264
316
$127K 0.02%
1,656
+339
317
$127K 0.02%
4,100
318
$127K 0.02%
808
+16
319
$126K 0.02%
1,078
+14
320
$126K 0.02%
6,416
-15
321
$126K 0.02%
1,306
+379
322
$125K 0.02%
1,460
+54
323
$125K 0.02%
1,539
324
$123K 0.02%
938
+60
325
$122K 0.02%
866
-21