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
551
$31.2K 0.01%
+70
552
$31.1K 0.01%
+235
553
$30.9K 0.01%
+490
554
$30.9K 0.01%
+400
555
$30.7K 0.01%
+159
556
$30.5K 0.01%
+495
557
$30.4K 0.01%
+315
558
$29.9K 0.01%
+125
559
$29.7K 0.01%
+300
560
$29.4K 0.01%
+523
561
$29.2K 0.01%
+560
562
$29K 0.01%
+360
563
$28.7K 0.01%
+499
564
$28.1K 0.01%
+137
565
$28K 0.01%
+221
566
$27.8K 0.01%
+235
567
$27.7K 0.01%
+620
568
$27.7K 0.01%
+185
569
$27.6K 0.01%
+76
570
$27.5K 0.01%
+355
571
$27.5K 0.01%
+760
572
$27.4K 0.01%
+321
573
$27.2K 0.01%
+745
574
$27.1K 0.01%
+405
575
$27K 0.01%
+1,425