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
451
$55.8K 0.01%
+440
452
$55.6K 0.01%
+1,550
453
$55.6K 0.01%
+867
454
$55.6K 0.01%
+4,559
455
$55.5K 0.01%
+995
456
$55.3K 0.01%
+820
457
$54K 0.01%
+905
458
$53.3K 0.01%
+1,105
459
$53.3K 0.01%
+1,115
460
$53.3K 0.01%
+745
461
$52.8K 0.01%
+435
462
$52.2K 0.01%
+171
463
$52.1K 0.01%
+1,495
464
$51.7K 0.01%
+906
465
$51.7K 0.01%
+560
466
$51.6K 0.01%
+395
467
$51.5K 0.01%
+1,100
468
$50.9K 0.01%
+375
469
$50.7K 0.01%
+2,530
470
$50.5K 0.01%
+61
471
$50.4K 0.01%
+390
472
$50.4K 0.01%
+452
473
$50.3K 0.01%
+288
474
$50.2K 0.01%
+2,236
475
$50.2K 0.01%
+395
17 18
19
20 21