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
401
$70.8K 0.01%
+504
402
$70.1K 0.01%
+2,940
403
$70K 0.01%
+500
404
$69.4K 0.01%
+1,353
405
$68.6K 0.01%
+466
406
$68.4K 0.01%
+440
407
$68.1K 0.01%
+490
408
$68K 0.01%
+605
409
$67.4K 0.01%
+370
410
$67.2K 0.01%
+456
411
$66.1K 0.01%
+1,269
412
$65.6K 0.01%
+2,180
413
$65.3K 0.01%
+228
414
$65.2K 0.01%
+700
415
$65K 0.01%
+451
416
$64.9K 0.01%
+1,200
417
$64.6K 0.01%
+1,054
418
$64.6K 0.01%
+1,085
419
$64.2K 0.01%
+1,749
420
$63.6K 0.01%
+2,418
421
$63.4K 0.01%
+900
422
$62.4K 0.01%
+275
423
$62.4K 0.01%
+2,531
424
$62.3K 0.01%
+1,050
425
$62.2K 0.01%
+1,196
15 16
17
18 19