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
$412M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.84M
3
+$2.07M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.86M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.85M

Top Sells

1
+$2.36M
2
+$2.35M
3
+$2.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.88M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.14M

Sector Composition

1 Technology 5.32%
2 Financials 3.47%
3 Healthcare 3.41%
4 Industrials 2.87%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$49.2K 0.01%
+1,000
427
$49K 0.01%
785
+35
428
$48.7K 0.01%
391
429
$47.3K 0.01%
2,697
430
$46.4K 0.01%
1,945
+1,244
431
$46.3K 0.01%
560
432
$46.3K 0.01%
605
-425
433
$45.9K 0.01%
201
+21
434
$45.8K 0.01%
2,420
+1,770
435
$45.6K 0.01%
+837
436
$44.6K 0.01%
1,554
+694
437
$44.4K 0.01%
575
+30
438
$44.4K 0.01%
387
-70
439
$44.2K 0.01%
3,138
440
$44.2K 0.01%
+1,351
441
$44.1K 0.01%
751
+55
442
$43.7K 0.01%
689
-100
443
$43.6K 0.01%
1,347
-524
444
$43.5K 0.01%
445
-100
445
$43.3K 0.01%
411
446
$42.8K 0.01%
1,145
+525
447
$42.7K 0.01%
430
-510
448
$42.6K 0.01%
300
+30
449
$42.5K 0.01%
675
+40
450
$42.4K 0.01%
160
16 17
18
19 20