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
$513M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.73M
3 +$1.3M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.09M

Top Sells

1 +$3.53M
2 +$2.9M
3 +$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$911K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$484K

Sector Composition

1 Technology 7.07%
2 Financials 3.62%
3 Healthcare 3.02%
4 Industrials 2.38%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$23.1K ﹤0.01%
+630
602
$22.9K ﹤0.01%
+275
603
$22.8K ﹤0.01%
+105
604
$22.8K ﹤0.01%
+425
605
$22.7K ﹤0.01%
+216
606
$22.5K ﹤0.01%
+184
607
$22.4K ﹤0.01%
+480
608
$21.8K ﹤0.01%
+345
609
$21.6K ﹤0.01%
+109
610
$21.5K ﹤0.01%
+205
611
$21.4K ﹤0.01%
+55
612
$21.3K ﹤0.01%
+575
613
$21.2K ﹤0.01%
+85
614
$21.2K ﹤0.01%
+811
615
$20.9K ﹤0.01%
+526
616
$20.7K ﹤0.01%
+550
617
$20.6K ﹤0.01%
+343
618
$20.6K ﹤0.01%
+75
619
$20.4K ﹤0.01%
+475
620
$20.3K ﹤0.01%
+109
621
$20.3K ﹤0.01%
+360
622
$20.1K ﹤0.01%
+180
623
$20.1K ﹤0.01%
+2,000
624
$20K ﹤0.01%
+120
625
$20K ﹤0.01%
+370