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
526
$49.5K 0.01%
1,304
-447
527
$49K 0.01%
1,032
+249
528
$48.7K 0.01%
1,554
+660
529
$48.7K 0.01%
275
+74
530
$47K 0.01%
657
+25
531
$47K 0.01%
341
+68
532
$46.7K 0.01%
945
-251
533
$46.5K 0.01%
750
+90
534
$46.1K 0.01%
366
-9
535
$45.7K 0.01%
1,022
-22
536
$45.6K 0.01%
465
+87
537
$45.3K 0.01%
414
+58
538
$44.8K 0.01%
845
+345
539
$44.7K 0.01%
625
540
$44.5K 0.01%
4,499
+2,148
541
$44.4K 0.01%
455
-29
542
$44K 0.01%
773
+114
543
$43.7K 0.01%
865
544
$43.7K 0.01%
374
-526
545
$43.6K 0.01%
1,375
546
$43.4K 0.01%
193
+56
547
$43.4K 0.01%
800
548
$43.2K 0.01%
803
549
$43.1K 0.01%
955
+1
550
$42.8K 0.01%
184
-15
20 21
22
23 24