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
$632M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,357
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.62M
3
+$1.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.48M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.46M

Top Sells

1
+$3.92M
2
+$1.66M
3
+$1.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$989K

Sector Composition

1 Technology 8.77%
2 Financials 4.36%
3 Consumer Discretionary 2.73%
4 Healthcare 2.56%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$69.8K 0.01%
2,032
+4
452
$69.2K 0.01%
2,155
+465
453
$68.5K 0.01%
1,800
+795
454
$68.1K 0.01%
290
+32
455
$67.9K 0.01%
1,070
456
$67.7K 0.01%
700
457
$67.6K 0.01%
7,245
-1,663
458
$66.9K 0.01%
1,165
+245
459
$66.9K 0.01%
+1,620
460
$66.4K 0.01%
832
+77
461
$66.4K 0.01%
854
+684
462
$66.3K 0.01%
265
+135
463
$66.3K 0.01%
1,085
464
$66.1K 0.01%
560
465
$65.4K 0.01%
369
+69
466
$65.3K 0.01%
+2,564
467
$64.9K 0.01%
486
+9
468
$64.9K 0.01%
579
+68
469
$64.7K 0.01%
232
+51
470
$64.2K 0.01%
249
+104
471
$64.2K 0.01%
630
+5
472
$64K 0.01%
245
473
$63.5K 0.01%
2,475
+19
474
$63.3K 0.01%
307
+221
475
$62.9K 0.01%
307
-60
17 18
19
20 21