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
426
$62K 0.01%
+276
427
$61.1K 0.01%
+1,565
428
$61K 0.01%
+417
429
$60.8K 0.01%
+357
430
$60.5K 0.01%
+4,100
431
$60.5K 0.01%
+594
432
$60.4K 0.01%
+280
433
$60.4K 0.01%
+75
434
$60.3K 0.01%
+690
435
$60.1K 0.01%
+422
436
$60K 0.01%
+1,445
437
$59.7K 0.01%
+511
438
$59.3K 0.01%
+245
439
$59.3K 0.01%
+1,035
440
$58.8K 0.01%
+570
441
$58.8K 0.01%
+760
442
$58.7K 0.01%
440
-1,627
443
$58.4K 0.01%
+2,949
444
$58.2K 0.01%
+707
445
$58.1K 0.01%
+100
446
$57.6K 0.01%
+1,593
447
$57.4K 0.01%
+1,019
448
$56.7K 0.01%
+808
449
$56.3K 0.01%
+235
450
$56.1K 0.01%
+395