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
551
$35K 0.01%
250
552
$34.9K 0.01%
338
+17
553
$34.9K 0.01%
+430
554
$34.9K 0.01%
165
-2
555
$34.7K 0.01%
865
556
$34.3K 0.01%
89
-14
557
$34.2K 0.01%
793
+33
558
$34.2K 0.01%
340
+10
559
$34.1K 0.01%
559
+209
560
$34K 0.01%
1,377
561
$34K 0.01%
642
+97
562
$34K 0.01%
633
-10
563
$33.5K 0.01%
24
+2
564
$33.5K 0.01%
112
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565
$33.5K 0.01%
234
+164
566
$33.4K 0.01%
450
567
$32.7K 0.01%
169
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$32.7K 0.01%
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569
$32.6K 0.01%
135
-5
570
$32.2K 0.01%
560
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571
$31.8K 0.01%
+320
572
$31.8K 0.01%
141
+2
573
$31.6K 0.01%
239
+4
574
$31.5K 0.01%
243
+8
575
$31.4K 0.01%
366
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21 22
23
24 25