CFO

CVA Family Office Portfolio holdings

AUM $777M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$560M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.53M
3 +$963K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$896K
5
EXE
Expand Energy Corp
EXE
+$888K

Sector Composition

1 Technology 7.1%
2 Financials 3.69%
3 Healthcare 3%
4 Industrials 2.41%
5 Consumer Staples 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$16.4K ﹤0.01%
125
677
$16.4K ﹤0.01%
80
678
$16.4K ﹤0.01%
119
+4
679
$16.2K ﹤0.01%
+285
680
$16.2K ﹤0.01%
125
681
$16.1K ﹤0.01%
310
682
$16.1K ﹤0.01%
97
683
$15.9K ﹤0.01%
158
684
$15.8K ﹤0.01%
91
685
$15.7K ﹤0.01%
140
686
$15.7K ﹤0.01%
140
+5
687
$15.1K ﹤0.01%
44
688
$15.1K ﹤0.01%
327
689
$15.1K ﹤0.01%
50
690
$15K ﹤0.01%
36
+1
691
$15K ﹤0.01%
405
692
$14.9K ﹤0.01%
57
693
$14.5K ﹤0.01%
+3,368
694
$14.5K ﹤0.01%
150
+5
695
$14.5K ﹤0.01%
280
696
$14.4K ﹤0.01%
128
697
$14.4K ﹤0.01%
599
698
$14.3K ﹤0.01%
+233
699
$14.3K ﹤0.01%
464
700
$14.2K ﹤0.01%
165