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
$402M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.94%
2 Financials 3.18%
3 Healthcare 2.85%
4 Consumer Staples 2.1%
5 Consumer Discretionary 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
+72
677
$8K ﹤0.01%
+61
678
$8K ﹤0.01%
+100
679
$8K ﹤0.01%
+80
680
$8K ﹤0.01%
+250
681
$8K ﹤0.01%
+110
682
$8K ﹤0.01%
+75
683
$8K ﹤0.01%
196
684
$8K ﹤0.01%
+134
685
$8K ﹤0.01%
+60
686
$8K ﹤0.01%
212
687
$8K ﹤0.01%
+145
688
$8K ﹤0.01%
+120
689
$8K ﹤0.01%
+130
690
$8K ﹤0.01%
+30
691
$8K ﹤0.01%
+77
692
$8K ﹤0.01%
+45
693
$8K ﹤0.01%
+110
694
$8K ﹤0.01%
141
695
$8K ﹤0.01%
+50
696
$8K ﹤0.01%
+195
697
$8K ﹤0.01%
+330
698
$8K ﹤0.01%
+111
699
$7K ﹤0.01%
+70
700
$7K ﹤0.01%
+25