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
576
$36.8K 0.01%
161
+28
577
$36.3K 0.01%
1,394
+5
578
$35.9K 0.01%
371
579
$35.9K 0.01%
532
+315
580
$35.9K 0.01%
479
+467
581
$35.9K 0.01%
195
+36
582
$35.7K 0.01%
266
-133
583
$35.6K 0.01%
205
+15
584
$34.8K 0.01%
1,133
+33
585
$34.4K 0.01%
311
+20
586
$33.5K 0.01%
+204
587
$33.4K 0.01%
994
-667
588
$33.2K 0.01%
334
589
$33.2K 0.01%
131
-52
590
$33.1K 0.01%
257
591
$33.1K 0.01%
74
+23
592
$33.1K 0.01%
287
+53
593
$33K 0.01%
289
+38
594
$32.9K 0.01%
26
+7
595
$32.7K 0.01%
55
+18
596
$32.6K 0.01%
386
+299
597
$32.5K 0.01%
324
598
$32.1K 0.01%
397
+32
599
$32K 0.01%
345
600
$32K 0.01%
450
22 23
24
25 26