CFO

CVA Family Office Portfolio holdings

AUM $777M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.14%
2 Financials 3.27%
3 Healthcare 3.1%
4 Consumer Staples 2.52%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$18.7K ﹤0.01%
+117
602
$18.7K ﹤0.01%
190
+10
603
$18.7K ﹤0.01%
140
+10
604
$18.5K ﹤0.01%
694
-1,735
605
$18.4K ﹤0.01%
1,285
606
$18.1K ﹤0.01%
125
607
$17.8K ﹤0.01%
+108
608
$17.8K ﹤0.01%
+650
609
$17.7K ﹤0.01%
202
+166
610
$17.7K ﹤0.01%
515
611
$17.6K ﹤0.01%
463
612
$17.6K ﹤0.01%
130
+10
613
$17.5K ﹤0.01%
+780
614
$17.4K ﹤0.01%
526
615
$17.3K ﹤0.01%
460
+20
616
$17.3K ﹤0.01%
6,000
617
$17.3K ﹤0.01%
90
+5
618
$17.1K ﹤0.01%
3,678
619
$17.1K ﹤0.01%
550
620
$17K ﹤0.01%
290
621
$16.9K ﹤0.01%
496
622
$16.7K ﹤0.01%
344
623
$16.6K ﹤0.01%
437
-199
624
$16.4K ﹤0.01%
145
+5
625
$16.3K ﹤0.01%
195