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
501
$49.7K 0.01%
2,252
+10
502
$49K 0.01%
823
+8
503
$47.9K 0.01%
1,422
+523
504
$47.8K 0.01%
1,653
+53
505
$47.3K 0.01%
750
+122
506
$47.2K 0.01%
971
+66
507
$47.1K 0.01%
604
-6
508
$46.9K 0.01%
+625
509
$46.3K 0.01%
231
+3
510
$46K 0.01%
330
+48
511
$45.8K 0.01%
1,000
512
$45.7K 0.01%
620
+43
513
$45.7K 0.01%
616
-80
514
$45.4K 0.01%
+858
515
$45K 0.01%
180
+1
516
$44.9K 0.01%
315
+20
517
$44.2K 0.01%
800
518
$44.1K 0.01%
2,915
+80
519
$44K 0.01%
1,495
520
$43.7K 0.01%
232
+7
521
$43.6K 0.01%
1,210
522
$43.2K 0.01%
808
+18
523
$43K 0.01%
283
+10
524
$43K 0.01%
364
-5
525
$42.8K 0.01%
1,375
19 20
21
22 23