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

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
626
$21.9K ﹤0.01%
450
+9
627
$21.6K ﹤0.01%
113
628
$21.4K ﹤0.01%
309
+1
629
$21.3K ﹤0.01%
205
630
$20.9K ﹤0.01%
399
+9
631
$20.5K ﹤0.01%
319
+9
632
$20.4K ﹤0.01%
205
+20
633
$20.4K ﹤0.01%
535
634
$20.2K ﹤0.01%
98
635
$20.1K ﹤0.01%
310
636
$20K ﹤0.01%
183
+173
637
$19.8K ﹤0.01%
235
+15
638
$19.6K ﹤0.01%
370
+11
639
$19.6K ﹤0.01%
81
-16
640
$19.5K ﹤0.01%
473
+13
641
$19.4K ﹤0.01%
13
+4
642
$19.3K ﹤0.01%
396
+69
643
$19.3K ﹤0.01%
206
+9
644
$19.1K ﹤0.01%
781
645
$19.1K ﹤0.01%
111
+6
646
$19.1K ﹤0.01%
496
647
$18.8K ﹤0.01%
325
648
$18.8K ﹤0.01%
91
+26
649
$18.8K ﹤0.01%
343
650
$18.7K ﹤0.01%
91