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
376
$77.1K 0.02%
+283
377
$76.2K 0.01%
+483
378
$75.9K 0.01%
+1,913
379
$75.7K 0.01%
+623
380
$75.6K 0.01%
+1,363
381
$75.6K 0.01%
+530
382
$75.1K 0.01%
+1,480
383
$75K 0.01%
+3,620
384
$75K 0.01%
+370
385
$74.9K 0.01%
+393
386
$74.5K 0.01%
+873
387
$74.4K 0.01%
+1,905
388
$74.4K 0.01%
+615
389
$74.2K 0.01%
+450
390
$73.8K 0.01%
+988
391
$73.8K 0.01%
+1,615
392
$73.6K 0.01%
+144
393
$72.9K 0.01%
+3,785
394
$72.8K 0.01%
+178
395
$72.8K 0.01%
+925
396
$72.5K 0.01%
+2,176
397
$72K 0.01%
1,532
-3,050
398
$71.3K 0.01%
+1,084
399
$71.3K 0.01%
+730
400
$71.2K 0.01%
+920