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
576
$31.3K 0.01%
403
+33
577
$31.1K 0.01%
205
+18
578
$30.9K 0.01%
284
+4
579
$30.8K 0.01%
526
+2
580
$30.7K 0.01%
257
581
$30.6K 0.01%
1,005
+130
582
$30.5K 0.01%
571
-2,280
583
$29.8K 0.01%
615
584
$29.7K 0.01%
110
-17
585
$29.6K 0.01%
1,034
+664
586
$29.5K 0.01%
315
587
$29.2K 0.01%
407
+7
588
$28.9K 0.01%
225
589
$28.6K 0.01%
530
+55
590
$28.2K 0.01%
126
+4
591
$28.1K 0.01%
632
+12
592
$28K 0.01%
635
+60
593
$27.5K 0.01%
71
+1
594
$27.5K ﹤0.01%
258
-644
595
$27.1K ﹤0.01%
284
+244
596
$26.8K ﹤0.01%
362
597
$26.7K ﹤0.01%
212
+4
598
$26.5K ﹤0.01%
199
+4
599
$26.5K ﹤0.01%
183
+3
600
$26.2K ﹤0.01%
500
22 23
24
25 26