CFO
CVA Family Office Portfolio holdings
AUM
$712M
1-Year Return
15.5%
This Quarter Return
+5.93%
1 Year Return
+15.5%
3 Year Return
+53.07%
5 Year Return
+85.86%
10 Year Return
–
AUM
$351M
AUM Growth
+$87.9M
(+33%)
Cap. Flow
+$72.9M
Cap. Flow
% of AUM
20.76%
Top 10 Holdings %
Top 10 Hldgs %
40.5%
Holding
999
New
208
Increased
456
Reduced
74
Closed
47
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.61% |
| 2 | Financials | 3.64% |
| 3 | Healthcare | 3.38% |
| 4 | Consumer Staples | 2.25% |
| 5 | Consumer Discretionary | 2.13% |
