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
$513M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.73M
3
+$1.3M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.09M

Top Sells

1
+$3.53M
2
+$2.9M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$911K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$484K

Sector Composition

1 Technology 7.07%
2 Financials 3.62%
3 Healthcare 3.02%
4 Industrials 2.38%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$88.7K 0.02%
+538
352
$87.5K 0.02%
+1,204
353
$87.4K 0.02%
+2,260
354
$86.9K 0.02%
+685
355
$86.3K 0.02%
+410
356
$86.1K 0.02%
+375
357
$85.9K 0.02%
+1,103
358
$85.8K 0.02%
+339
359
$85.6K 0.02%
+187
360
$85.4K 0.02%
+1,324
361
$85.3K 0.02%
+345
362
$84.9K 0.02%
+783
363
$83.1K 0.02%
+1,982
364
$83K 0.02%
+1,123
365
$82.9K 0.02%
14,945
366
$82.5K 0.02%
+922
367
$82.1K 0.02%
+1,219
368
$81.9K 0.02%
+413
369
$81.6K 0.02%
+568
370
$79.1K 0.02%
+2,215
371
$79.1K 0.02%
+5,572
372
$78.6K 0.02%
+323
373
$78.4K 0.02%
+1,335
374
$77.7K 0.02%
+835
375
$77.3K 0.02%
+571
13 14
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