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
$513M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.73M
3 +$1.3M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.09M

Top Sells

1 +$3.53M
2 +$2.9M
3 +$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$911K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$484K

Sector Composition

1 Technology 7.07%
2 Financials 3.62%
3 Healthcare 3.02%
4 Industrials 2.38%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$20K ﹤0.01%
+626
627
$19.9K ﹤0.01%
+308
628
$19.9K ﹤0.01%
+400
629
$19.7K ﹤0.01%
+190
630
$19.4K ﹤0.01%
+270
631
$19.4K ﹤0.01%
2,188
-10,199
632
$19.1K ﹤0.01%
+1,043
633
$19.1K ﹤0.01%
+781
634
$19K ﹤0.01%
+1,285
635
$18.9K ﹤0.01%
+110
636
$18.9K ﹤0.01%
+496
637
$18.8K ﹤0.01%
+105
638
$18.7K ﹤0.01%
+359
639
$18.6K ﹤0.01%
+286
640
$18.5K ﹤0.01%
+302
641
$18.4K ﹤0.01%
+390
642
$18.4K ﹤0.01%
+480
643
$18.3K ﹤0.01%
+653
644
$18.3K ﹤0.01%
+650
645
$18.2K ﹤0.01%
+441
646
$18.1K ﹤0.01%
+463
647
$18.1K ﹤0.01%
+140
648
$17.8K ﹤0.01%
+115
649
$17.6K ﹤0.01%
+279
650
$17.4K ﹤0.01%
+175