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
$652M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.13M
3
+$3.02M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.41M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.21M

Top Sells

1
+$4.95M
2
+$1.33M
3
+$534K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$437K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$377K

Sector Composition

1 Technology 7.71%
2 Financials 4.74%
3 Healthcare 2.76%
4 Consumer Staples 2.32%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$82.8K 0.01%
1,346
+2
427
$82.2K 0.01%
233
+3
428
$82K 0.01%
1,488
+24
429
$81.5K 0.01%
1,142
+76
430
$80.4K 0.01%
284
-17
431
$80.2K 0.01%
58
+32
432
$79.6K 0.01%
1,200
433
$79.5K 0.01%
394
+133
434
$79.1K 0.01%
537
-17
435
$79K 0.01%
80
-1
436
$78.5K 0.01%
605
+82
437
$77.9K 0.01%
974
-24
438
$77K 0.01%
1,495
439
$75.8K 0.01%
298
-151
440
$75.1K 0.01%
1,070
441
$74.9K 0.01%
345
+38
442
$74.6K 0.01%
467
+8
443
$73.1K 0.01%
534
+88
444
$72K 0.01%
700
445
$72K 0.01%
603
-140
446
$72K 0.01%
126
+10
447
$71.3K 0.01%
193
+6
448
$71.2K 0.01%
238
+47
449
$71.1K 0.01%
1,544
-107
450
$70.6K 0.01%
3,492
+460
16 17
18
19 20