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
476
$62.8K 0.01%
680
+32
477
$62.4K 0.01%
700
478
$62.1K 0.01%
1,651
+382
479
$62.1K 0.01%
1,181
+99
480
$62.1K 0.01%
570
-14
481
$62K 0.01%
4,100
482
$61.6K 0.01%
1,196
483
$61.5K 0.01%
995
484
$61.5K 0.01%
3,032
-375
485
$61.1K 0.01%
459
+8
486
$60.9K 0.01%
881
+13
487
$60.7K 0.01%
2,520
488
$60.3K 0.01%
1,035
489
$59K 0.01%
172
+25
490
$58.5K 0.01%
+558
491
$58.5K 0.01%
950
+233
492
$57.7K 0.01%
1,604
+538
493
$57.6K 0.01%
900
494
$57.2K 0.01%
523
+104
495
$57.2K 0.01%
191
+3
496
$57K 0.01%
596
497
$57K 0.01%
1,054
498
$56.6K 0.01%
1,410
-656
499
$56.4K 0.01%
453
-25
500
$56.2K 0.01%
837
18 19
20
21 22