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
476
$50.1K 0.01%
+171
477
$50K 0.01%
+555
478
$50K 0.01%
+102
479
$49.5K 0.01%
+1,380
480
$49.5K 0.01%
+1,627
481
$49.4K 0.01%
+2,779
482
$49.1K 0.01%
+103
483
$48.9K 0.01%
+1,640
484
$48.7K 0.01%
+1,355
485
$48.6K 0.01%
+1,022
486
$48.6K 0.01%
+1,075
487
$47.8K 0.01%
+411
488
$47.6K 0.01%
+575
489
$47.5K 0.01%
+360
490
$47.4K 0.01%
+95
491
$47.4K 0.01%
+2,287
492
$47.3K 0.01%
+815
493
$47.2K 0.01%
+1,546
494
$47K 0.01%
+325
495
$46.8K 0.01%
+630
496
$46.8K 0.01%
+560
497
$46.7K 0.01%
+604
498
$46.2K 0.01%
+790
499
$46.2K 0.01%
+2,830
500
$45.1K 0.01%
+920