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

Top Sells

1
+$6.43M
2
+$3.6M
3
+$1.43M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$915K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$773K

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
651
$18.6K ﹤0.01%
1,285
652
$18.6K ﹤0.01%
463
653
$18.5K ﹤0.01%
41
+5
654
$18.4K ﹤0.01%
170
+81
655
$18.3K ﹤0.01%
134
+4
656
$18.3K ﹤0.01%
+67
657
$18.3K ﹤0.01%
184
+4
658
$18.2K ﹤0.01%
70
-2
659
$18.1K ﹤0.01%
175
-5
660
$18K ﹤0.01%
56
+8
661
$17.9K ﹤0.01%
108
+17
662
$17.9K ﹤0.01%
653
663
$17.9K ﹤0.01%
85
664
$17.6K ﹤0.01%
882
-1,411
665
$17.6K ﹤0.01%
56
+14
666
$17.4K ﹤0.01%
126
+6
667
$17.3K ﹤0.01%
219
668
$16.7K ﹤0.01%
437
+37
669
$16.5K ﹤0.01%
62
+7
670
$16.4K ﹤0.01%
158
671
$16.4K ﹤0.01%
320
+10
672
$16.4K ﹤0.01%
83
+3
673
$16.2K ﹤0.01%
170
+5
674
$16.1K ﹤0.01%
125
675
$16.1K ﹤0.01%
242
+7
25 26
27
28 29