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
$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
476
$55.4K 0.01%
418
+4
477
$55.1K 0.01%
1,631
+24
478
$54.5K 0.01%
558
+282
479
$54.2K 0.01%
463
+8
480
$54K 0.01%
900
481
$54K 0.01%
752
+7
482
$53.9K 0.01%
1,080
-543
483
$53.3K 0.01%
1,235
+625
484
$53.3K 0.01%
879
+594
485
$53.3K 0.01%
462
+102
486
$52.7K 0.01%
2,530
487
$51.9K 0.01%
1,020
488
$51.7K 0.01%
300
489
$51.6K 0.01%
1,105
490
$51.5K 0.01%
375
491
$51.5K 0.01%
95
-1
492
$50.9K 0.01%
177
+3
493
$50.8K 0.01%
995
494
$50.7K 0.01%
344
-50
495
$50.5K 0.01%
252
+81
496
$50.5K 0.01%
250
+145
497
$50.1K 0.01%
4,139
+3,788
498
$49.9K 0.01%
478
+67
499
$49.8K 0.01%
920
-9
500
$49.7K 0.01%
335
+31
18 19
20
21 22