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
$560M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.53M
3 +$963K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$896K
5
EXE
Expand Energy Corp
EXE
+$888K

Sector Composition

1 Technology 7.1%
2 Financials 3.69%
3 Healthcare 3%
4 Industrials 2.41%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$80K 0.01%
610
+5
402
$79.8K 0.01%
925
403
$79.4K 0.01%
372
+2
404
$77.1K 0.01%
1,337
+2
405
$76.6K 0.01%
466
406
$76.4K 0.01%
4,260
+475
407
$75.6K 0.01%
440
408
$75.1K 0.01%
1,480
409
$75.1K 0.01%
+3,155
410
$75.1K 0.01%
275
411
$74.3K 0.01%
5,572
412
$74.1K 0.01%
2,540
+9
413
$73.8K 0.01%
508
+4
414
$73.6K 0.01%
1,278
+9
415
$73.3K 0.01%
282
+2
416
$72.5K 0.01%
1,200
417
$72.4K 0.01%
700
418
$71.7K 0.01%
493
+3
419
$71.5K 0.01%
1,445
420
$70.4K 0.01%
2,940
421
$70.3K 0.01%
228
422
$70.2K 0.01%
+2,755
423
$69.5K 0.01%
534
+94
424
$69.4K 0.01%
1,353
425
$69.3K 0.01%
1,033
-51