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

Top Sells

1
+$6.43M
2
+$3.6M
3
+$1.43M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$915K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$773K

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
451
$61.5K 0.01%
476
+36
452
$61.3K 0.01%
104
+3
453
$61.3K 0.01%
1,196
454
$61.1K 0.01%
1,050
455
$60.8K 0.01%
1,546
456
$60.5K 0.01%
575
457
$60.1K 0.01%
630
-77
458
$60K 0.01%
2,520
459
$60K 0.01%
1,048
+9
460
$59.8K 0.01%
443
+3
461
$59.2K 0.01%
867
462
$59K 0.01%
723
+9
463
$58.9K 0.01%
565
+5
464
$58.9K 0.01%
1,694
-3,112
465
$58.6K 0.01%
760
466
$57.5K 0.01%
443
+4
467
$56.8K 0.01%
63
+1
468
$56.5K 0.01%
1,329
+20
469
$56.4K 0.01%
456
470
$56.3K 0.01%
319
+17
471
$56.1K 0.01%
1,679
+16
472
$55.9K 0.01%
560
473
$55.8K 0.01%
926
+159
474
$55.7K 0.01%
1,090
+15
475
$55.5K 0.01%
596
17 18
19
20 21