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
$560M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.53M
3 +$963K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$896K
5
EXE
Expand Energy Corp
EXE
+$888K

Sector Composition

1 Technology 7.1%
2 Financials 3.69%
3 Healthcare 3%
4 Industrials 2.41%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$25K ﹤0.01%
120
602
$24.9K ﹤0.01%
216
603
$24.9K ﹤0.01%
190
604
$24.9K ﹤0.01%
475
605
$24.5K ﹤0.01%
405
606
$24.4K ﹤0.01%
1,425
607
$24.1K ﹤0.01%
276
+6
608
$24.1K ﹤0.01%
480
609
$23.7K ﹤0.01%
526
610
$23.6K ﹤0.01%
500
-22
611
$23.4K ﹤0.01%
220
612
$23.4K ﹤0.01%
120
+5
613
$23.3K ﹤0.01%
180
614
$23.3K ﹤0.01%
157
+3
615
$23.2K ﹤0.01%
550
616
$23.1K ﹤0.01%
197
617
$23K ﹤0.01%
390
618
$22.9K ﹤0.01%
91
619
$22.7K ﹤0.01%
330
620
$22.6K ﹤0.01%
345
621
$22.6K ﹤0.01%
100
622
$22.5K ﹤0.01%
+180
623
$22.4K ﹤0.01%
185
-50
624
$22.4K ﹤0.01%
113
+3
625
$22.2K ﹤0.01%
112
+3