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
$412M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,034
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.84M
3
+$2.07M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.86M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.85M

Top Sells

1
+$2.36M
2
+$2.35M
3
+$2.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.88M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.14M

Sector Composition

1 Technology 5.32%
2 Financials 3.47%
3 Healthcare 3.41%
4 Industrials 2.87%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$33.7K 0.01%
391
+15
477
$33.6K 0.01%
510
-143
478
$33.4K 0.01%
+394
479
$32.7K 0.01%
3,449
+1,230
480
$32.5K 0.01%
230
-15
481
$32.5K 0.01%
223
-235
482
$32K 0.01%
780
483
$31.7K 0.01%
497
+142
484
$31.4K 0.01%
48
-85
485
$31.3K 0.01%
195
-120
486
$31.2K 0.01%
190
-125
487
$31.1K 0.01%
160
+40
488
$31K 0.01%
325
489
$30.9K 0.01%
890
490
$30.6K 0.01%
490
-10
491
$30.5K 0.01%
225
+81
492
$30.5K 0.01%
101
-95
493
$30.5K 0.01%
1,100
-650
494
$30.3K 0.01%
175
-25
495
$30.2K 0.01%
+517
496
$30.1K 0.01%
170
497
$30K 0.01%
+75
498
$29.7K 0.01%
1,350
+6
499
$29.6K 0.01%
106
500
$29K 0.01%
450
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