CFO

CVA Family Office Portfolio holdings

AUM $777M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.13M
3
+$3.02M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.41M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.21M

Top Sells

1
+$4.95M
2
+$1.33M
3
+$534K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$437K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$377K

Sector Composition

1 Technology 7.71%
2 Financials 4.74%
3 Healthcare 2.76%
4 Consumer Staples 2.32%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$48.8K 0.01%
1,011
+355
527
$48.2K 0.01%
106
-1
528
$48.1K 0.01%
737
-608
529
$47.8K 0.01%
331
-157
530
$47.7K 0.01%
1,259
-541
531
$47.3K 0.01%
859
+14
532
$47.3K 0.01%
228
+33
533
$47.2K 0.01%
549
+50
534
$46.8K 0.01%
209
+48
535
$45.9K 0.01%
133
+34
536
$45.8K 0.01%
92
+5
537
$45.7K 0.01%
787
+272
538
$45.2K 0.01%
625
539
$44.6K 0.01%
2,193
+5
540
$44.3K 0.01%
149
+14
541
$44.3K 0.01%
1,105
542
$44.2K 0.01%
392
+106
543
$44.1K 0.01%
668
+359
544
$44.1K 0.01%
324
+31
545
$43.7K 0.01%
372
+31
546
$43.5K 0.01%
806
+340
547
$43.4K 0.01%
813
+10
548
$42.9K 0.01%
1,372
-239
549
$42.6K 0.01%
1,055
-257
550
$42.5K 0.01%
270
+4
20 21
22
23 24