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
$556M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$890K
4
AAPL icon
Apple
AAPL
+$753K
5
NVDA icon
NVIDIA
NVDA
+$643K

Top Sells

1
+$6.43M
2
+$3.6M
3
+$1.43M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$915K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$773K

Sector Composition

1 Technology 8.51%
2 Financials 3.64%
3 Healthcare 3.05%
4 Consumer Staples 2.37%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$26.2K ﹤0.01%
674
+59
602
$26.2K ﹤0.01%
245
-154
603
$26.1K ﹤0.01%
221
604
$26K ﹤0.01%
83
605
$25.7K ﹤0.01%
216
606
$25.6K ﹤0.01%
601
607
$25.5K ﹤0.01%
200
608
$25.5K ﹤0.01%
83
-3
609
$25.2K ﹤0.01%
550
610
$25.1K ﹤0.01%
182
+20
611
$24.8K ﹤0.01%
345
612
$24.5K ﹤0.01%
526
613
$24.4K ﹤0.01%
157
614
$24.4K ﹤0.01%
121
+1
615
$24.3K ﹤0.01%
193
+8
616
$24.2K ﹤0.01%
206
617
$24K ﹤0.01%
1,335
618
$23.4K ﹤0.01%
480
619
$23K ﹤0.01%
18
+1
620
$23K ﹤0.01%
286
621
$22.7K ﹤0.01%
200
+10
622
$22.7K ﹤0.01%
2,188
623
$22.5K ﹤0.01%
206
+31
624
$22.2K ﹤0.01%
103
+3
625
$22.2K ﹤0.01%
706
+222
23 24
25
26 27