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

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
426
$69.4K 0.01%
279
+4
427
$69.3K 0.01%
1,353
428
$69.3K 0.01%
5,572
429
$68.8K 0.01%
374
+272
430
$68.8K 0.01%
1,565
431
$68K 0.01%
230
+2
432
$67.9K 0.01%
893
+13
433
$66.9K 0.01%
1,598
+1,125
434
$66.9K 0.01%
700
435
$66.8K 0.01%
2,549
+9
436
$66.8K 0.01%
594
437
$66.4K 0.01%
1,085
438
$65.7K 0.01%
180
439
$65.1K 0.01%
502
+9
440
$64.9K 0.01%
1,749
441
$64.7K 0.01%
1,116
+99
442
$64.6K 0.01%
640
+5
443
$64.2K 0.01%
541
+96
444
$63.4K 0.01%
1,035
445
$63.3K 0.01%
575
+5
446
$63.1K 0.01%
270
-202
447
$63K 0.01%
4,100
448
$62.8K 0.01%
2,442
+14
449
$61.9K 0.01%
225
-82
450
$61.8K 0.01%
240
-2