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
$513M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.73M
3 +$1.3M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.09M

Top Sells

1 +$3.53M
2 +$2.9M
3 +$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$911K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$484K

Sector Composition

1 Technology 7.07%
2 Financials 3.62%
3 Healthcare 3.02%
4 Industrials 2.38%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$36.3K 0.01%
+270
527
$36.2K 0.01%
+170
528
$36.2K 0.01%
+140
529
$36K 0.01%
+656
530
$35.9K 0.01%
+371
531
$35.8K 0.01%
+468
532
$35.7K 0.01%
+280
533
$35.3K 0.01%
+228
534
$35.2K 0.01%
+865
535
$35.1K 0.01%
+276
536
$34.5K 0.01%
+833
537
$34.3K 0.01%
+86
538
$33.9K 0.01%
+364
539
$33.9K 0.01%
+250
540
$33.7K 0.01%
+200
541
$33.1K 0.01%
+120
542
$33K 0.01%
+304
543
$32.5K 0.01%
+237
544
$32.4K 0.01%
+450
545
$32.3K 0.01%
+139
546
$32.3K 0.01%
+355
547
$32.1K 0.01%
+1,374
548
$31.8K 0.01%
+455
549
$31.8K 0.01%
+1,475
550
$31.6K 0.01%
+208