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
551
$42.7K 0.01%
232
552
$42.2K 0.01%
249
-88
553
$42.2K 0.01%
293
+8
554
$42.1K 0.01%
200
555
$41.9K 0.01%
1,706
-331
556
$41.7K 0.01%
224
+4
557
$41.5K 0.01%
250
558
$41.4K 0.01%
2,270
559
$40.9K 0.01%
1,942
+1,055
560
$40.4K 0.01%
87
+15
561
$40.2K 0.01%
226
-240
562
$40.1K 0.01%
6,000
563
$39.9K 0.01%
2,188
564
$39.8K 0.01%
20
+6
565
$39.6K 0.01%
593
+20
566
$38.8K 0.01%
435
+31
567
$37.9K 0.01%
31
+8
568
$37.9K 0.01%
193
+15
569
$37.6K 0.01%
639
+76
570
$37.6K 0.01%
2,770
-7
571
$37.5K 0.01%
208
+1
572
$37.4K 0.01%
615
573
$37.2K 0.01%
135
+20
574
$37.1K 0.01%
239
575
$36.9K 0.01%
430
21 22
23
24 25