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
726
$6K ﹤0.01%
+55
727
$6K ﹤0.01%
+99
728
$6K ﹤0.01%
+55
729
$6K ﹤0.01%
+175
730
$6K ﹤0.01%
130
+20
731
$6K ﹤0.01%
+87
732
$6K ﹤0.01%
+50
733
$6K ﹤0.01%
175
734
$6K ﹤0.01%
+355
735
$6K ﹤0.01%
+65
736
$5K ﹤0.01%
270
+20
737
$5K ﹤0.01%
+190
738
$5K ﹤0.01%
+95
739
$5K ﹤0.01%
+75
740
$5K ﹤0.01%
+210
741
$5K ﹤0.01%
266
742
$5K ﹤0.01%
140
+36
743
$5K ﹤0.01%
+31
744
$5K ﹤0.01%
+180
745
$5K ﹤0.01%
+530
746
$5K ﹤0.01%
+15
747
$5K ﹤0.01%
+95
748
$5K ﹤0.01%
+35
749
$5K ﹤0.01%
+202
750
$5K ﹤0.01%
+40