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
$632M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,357
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.62M
3
+$1.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.48M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.46M

Top Sells

1
+$3.92M
2
+$1.66M
3
+$1.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$989K

Sector Composition

1 Technology 8.77%
2 Financials 4.36%
3 Consumer Discretionary 2.73%
4 Healthcare 2.56%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$31.4K 0.01%
1,075
+1,029
602
$31.2K ﹤0.01%
1,149
-440
603
$31K ﹤0.01%
409
+369
604
$31K ﹤0.01%
225
605
$30.8K ﹤0.01%
286
-26
606
$30.4K ﹤0.01%
70
-5
607
$30.2K ﹤0.01%
457
+376
608
$30.2K ﹤0.01%
479
-48
609
$29.8K ﹤0.01%
414
+7
610
$29.8K ﹤0.01%
121
611
$29.7K ﹤0.01%
344
+8
612
$29.4K ﹤0.01%
141
-9
613
$29.4K ﹤0.01%
572
+12
614
$28.9K ﹤0.01%
1,657
615
$28.9K ﹤0.01%
221
616
$28.6K ﹤0.01%
1,341
+562
617
$28.3K ﹤0.01%
83
618
$28.1K ﹤0.01%
368
-4
619
$28.1K ﹤0.01%
500
620
$28.1K ﹤0.01%
99
+21
621
$28.1K ﹤0.01%
480
+91
622
$27.9K ﹤0.01%
297
+275
623
$27.9K ﹤0.01%
111
624
$27.9K ﹤0.01%
+555
625
$27.8K ﹤0.01%
86
+41
23 24
25
26 27