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
701
$11.8K ﹤0.01%
+345
702
$11.7K ﹤0.01%
+64
703
$11.6K ﹤0.01%
+153
704
$11.5K ﹤0.01%
+2,000
705
$11.4K ﹤0.01%
+95
706
$11.4K ﹤0.01%
+115
707
$11.2K ﹤0.01%
+30
708
$11.2K ﹤0.01%
+218
709
$11.1K ﹤0.01%
+600
710
$11.1K ﹤0.01%
+142
711
$11.1K ﹤0.01%
+50
712
$11.1K ﹤0.01%
+310
713
$11K ﹤0.01%
+394
714
$11K ﹤0.01%
+343
715
$10.7K ﹤0.01%
+370
716
$10.6K ﹤0.01%
+30
717
$10.6K ﹤0.01%
+370
718
$10.5K ﹤0.01%
+9
719
$10.4K ﹤0.01%
+70
720
$10.4K ﹤0.01%
+300
721
$10.3K ﹤0.01%
+85
722
$10.3K ﹤0.01%
+50
723
$10.1K ﹤0.01%
+790
724
$10K ﹤0.01%
+38
725
$9.98K ﹤0.01%
+265