CFO

CVA Family Office Portfolio holdings

AUM $712M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$648K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Sells

1 +$9.61M
2 +$5.05M
3 +$2.25M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.01M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M

Sector Composition

1 Technology 5.44%
2 Healthcare 3.33%
3 Industrials 3.3%
4 Financials 3.1%
5 Consumer Discretionary 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$10K ﹤0.01%
+650
627
$10K ﹤0.01%
240
628
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100
629
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+25
630
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631
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325
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632
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37
+10
633
$9K ﹤0.01%
+335
634
$9K ﹤0.01%
135
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635
$9K ﹤0.01%
75
636
$9K ﹤0.01%
70
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641
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644
$9K ﹤0.01%
535
+215
645
$9K ﹤0.01%
140
646
$9K ﹤0.01%
335
+25
647
$9K ﹤0.01%
175
+75
648
$9K ﹤0.01%
70
649
$9K ﹤0.01%
50
650
$9K ﹤0.01%
85
-160