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
$477M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Sells

1 +$783K
2 +$574K
3 +$422K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$322K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$300K

Sector Composition

1 Technology 6.87%
2 Financials 3.41%
3 Healthcare 3.15%
4 Consumer Staples 2.42%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$19.1K ﹤0.01%
385
+25
627
$19K ﹤0.01%
653
628
$18.9K ﹤0.01%
526
629
$18.8K ﹤0.01%
195
630
$18.7K ﹤0.01%
125
631
$18.7K ﹤0.01%
781
632
$18.5K ﹤0.01%
1,285
633
$18.4K ﹤0.01%
307
+56
634
$18.4K ﹤0.01%
1,708
+500
635
$17.9K ﹤0.01%
+445
636
$17.8K ﹤0.01%
650
637
$17.6K ﹤0.01%
496
638
$17.5K ﹤0.01%
175
639
$17.5K ﹤0.01%
59
+22
640
$17.4K ﹤0.01%
160
+15
641
$17.3K ﹤0.01%
353
+9
642
$17.2K ﹤0.01%
463
643
$17.1K ﹤0.01%
3,678
644
$17.1K ﹤0.01%
69
+31
645
$16.8K ﹤0.01%
211
+201
646
$16.6K ﹤0.01%
343
+149
647
$16.4K ﹤0.01%
465
+28
648
$16.4K ﹤0.01%
285
+110
649
$16.3K ﹤0.01%
120
650
$16.2K ﹤0.01%
+80