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
$412M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.84M
3
+$2.07M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.86M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.85M

Top Sells

1
+$2.36M
2
+$2.35M
3
+$2.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.88M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.14M

Sector Composition

1 Technology 5.32%
2 Financials 3.47%
3 Healthcare 3.41%
4 Industrials 2.87%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$67.6K 0.02%
1,485
-210
352
$67.6K 0.02%
575
+40
353
$67.5K 0.02%
509
+179
354
$66.6K 0.02%
1,376
-100
355
$66.2K 0.02%
378
-82
356
$66.1K 0.02%
195
-65
357
$66K 0.02%
1,190
358
$65.5K 0.02%
415
+167
359
$65.5K 0.02%
3,620
360
$64.9K 0.02%
607
+35
361
$64.8K 0.02%
1,500
362
$64.7K 0.02%
540
+75
363
$64.5K 0.02%
315
+160
364
$64.3K 0.02%
+460
365
$63.9K 0.02%
200
-35
366
$63.8K 0.02%
355
-40
367
$63.6K 0.02%
2,661
368
$63.4K 0.02%
810
+338
369
$63K 0.02%
225
+90
370
$62.7K 0.02%
319
+11
371
$62.7K 0.02%
630
-80
372
$62.5K 0.02%
1,508
+806
373
$62.4K 0.02%
805
-115
374
$62.2K 0.02%
1,395
+205
375
$61.6K 0.01%
390
-5
13 14
15
16 17