CFO

CVA Family Office Portfolio holdings

AUM $712M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$890K
4
AAPL icon
Apple
AAPL
+$753K
5
NVDA icon
NVIDIA
NVDA
+$643K

Top Sells

1
+$6.43M
2
+$3.6M
3
+$1.43M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$915K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$773K

Sector Composition

1 Technology 8.51%
2 Financials 3.64%
3 Healthcare 3.05%
4 Consumer Staples 2.37%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$77.5K 0.01%
1,495
-11,080
402
$77.1K 0.01%
1,040
+13
403
$76.7K 0.01%
1,338
+1
404
$76.7K 0.01%
390
+3
405
$76.2K 0.01%
1,200
406
$76.2K 0.01%
457
+4
407
$76.1K 0.01%
2,644
408
$75.5K 0.01%
2,123
-25,701
409
$75.5K 0.01%
4,295
+35
410
$75.4K 0.01%
671
+137
411
$75.2K 0.01%
844
+4
412
$75.1K 0.01%
730
-4
413
$75.1K 0.01%
1,480
414
$74.9K 0.01%
422
415
$74.9K 0.01%
3,155
416
$74.8K 0.01%
3,817
+588
417
$74.6K 0.01%
1,033
418
$74.1K 0.01%
2,215
-57
419
$73.8K 0.01%
541
+11
420
$73.7K 0.01%
1,466
+21
421
$73.2K 0.01%
288
+6
422
$73K 0.01%
931
+6
423
$72.7K 0.01%
99
+3
424
$72.6K 0.01%
313
+171
425
$70.5K 0.01%
2,940
15 16
17
18 19