CFO

CVA Family Office Portfolio holdings

AUM $712M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.94%
2 Financials 3.18%
3 Healthcare 2.85%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$13K ﹤0.01%
+50
602
$13K ﹤0.01%
+944
603
$13K ﹤0.01%
+55
604
$13K ﹤0.01%
+511
605
$12K ﹤0.01%
+437
606
$12K ﹤0.01%
+110
607
$12K ﹤0.01%
+80
608
$12K ﹤0.01%
+47
609
$12K ﹤0.01%
+256
610
$12K ﹤0.01%
+180
611
$12K ﹤0.01%
+170
612
$12K ﹤0.01%
+128
613
$12K ﹤0.01%
50
614
$12K ﹤0.01%
+223
615
$12K ﹤0.01%
35
-60
616
$12K ﹤0.01%
+360
617
$12K ﹤0.01%
+196
618
$12K ﹤0.01%
+25
619
$11K ﹤0.01%
+885
620
$11K ﹤0.01%
+1,000
621
$11K ﹤0.01%
+70
622
$11K ﹤0.01%
75
623
$11K ﹤0.01%
+316
624
$11K ﹤0.01%
+90
625
$11K ﹤0.01%
+29