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
501
$56.2K 0.01%
300
502
$55.8K 0.01%
1,275
+39
503
$55.5K 0.01%
261
+89
504
$55.4K 0.01%
2,530
505
$54.8K 0.01%
1,606
+6
506
$54.1K 0.01%
2,680
+359
507
$53.7K 0.01%
104
+7
508
$53.6K 0.01%
347
+24
509
$53.4K 0.01%
284
+34
510
$53.3K 0.01%
2,140
+200
511
$53.3K 0.01%
2,658
+409
512
$52.7K 0.01%
1,105
513
$52.7K 0.01%
448
+94
514
$52.5K 0.01%
499
+26
515
$52.4K 0.01%
232
516
$52.2K 0.01%
668
+40
517
$52.2K 0.01%
1,312
+257
518
$51.4K 0.01%
1,000
519
$51.4K 0.01%
778
-79
520
$51.4K 0.01%
1,611
+57
521
$51.4K 0.01%
107
+3
522
$51.2K 0.01%
312
+16
523
$50.2K 0.01%
829
-298
524
$50.2K 0.01%
517
+56
525
$50.2K 0.01%
2,274
+12
19 20
21
22 23