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
$402M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.94%
2 Financials 3.18%
3 Healthcare 2.85%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$60K 0.01%
1,389
+775
327
$60K 0.01%
+467
328
$60K 0.01%
+146
329
$60K 0.01%
+95
330
$60K 0.01%
200
+110
331
$59K 0.01%
+1,124
332
$59K 0.01%
+520
333
$58K 0.01%
1,075
+230
334
$57K 0.01%
249
+245
335
$57K 0.01%
375
+225
336
$57K 0.01%
+2,333
337
$56K 0.01%
+85
338
$56K 0.01%
+470
339
$56K 0.01%
+175
340
$56K 0.01%
403
+95
341
$56K 0.01%
697
+2
342
$55K 0.01%
+1,252
343
$55K 0.01%
1,115
+815
344
$54K 0.01%
+2,697
345
$54K 0.01%
+1,565
346
$54K 0.01%
+185
347
$54K 0.01%
560
348
$54K 0.01%
310
-1,700
349
$53K 0.01%
393
-385
350
$53K 0.01%
175