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
$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 2.37%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$13.8K ﹤0.01%
+57
677
$13.8K ﹤0.01%
+280
678
$13.7K ﹤0.01%
+50
679
$13.6K ﹤0.01%
+135
680
$13.5K ﹤0.01%
+35
681
$13.4K ﹤0.01%
+464
682
$13.4K ﹤0.01%
+165
683
$13K ﹤0.01%
+325
684
$12.9K ﹤0.01%
+130
685
$12.9K ﹤0.01%
+116
686
$12.8K ﹤0.01%
+125
687
$12.6K ﹤0.01%
+212
688
$12.6K ﹤0.01%
+197
689
$12.5K ﹤0.01%
+145
690
$12.5K ﹤0.01%
+245
691
$12.3K ﹤0.01%
+125
692
$12.2K ﹤0.01%
+65
693
$12.1K ﹤0.01%
+210
694
$12K ﹤0.01%
+565
695
$12K ﹤0.01%
+157
696
$12K ﹤0.01%
+50
697
$11.9K ﹤0.01%
+405
698
$11.9K ﹤0.01%
+75
699
$11.9K ﹤0.01%
+128
700
$11.9K ﹤0.01%
+73