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
526
$42.5K 0.01%
104
+1
527
$42.3K 0.01%
175
-2
528
$42.3K 0.01%
3,370
+571
529
$42K 0.01%
1,097
+12
530
$41.9K 0.01%
468
+13
531
$41.2K 0.01%
138
-7
532
$40.7K 0.01%
1,100
533
$40.1K 0.01%
2,270
-4,618
534
$39.9K 0.01%
687
-253
535
$39.6K 0.01%
1,144
-260
536
$39.5K 0.01%
820
537
$39.5K 0.01%
2,260
538
$39.4K 0.01%
200
539
$38.4K 0.01%
560
-6
540
$38.3K 0.01%
100
541
$38K 0.01%
371
542
$36.8K 0.01%
243
+1
543
$36.3K 0.01%
+3,169
544
$36.1K 0.01%
6,000
545
$35.9K 0.01%
288
+12
546
$35.8K 0.01%
157
+45
547
$35.5K 0.01%
207
+22
548
$35.4K 0.01%
396
+35
549
$35.2K 0.01%
489
+399
550
$35K 0.01%
230
20 21
22
23 24