CFO

CVA Family Office Portfolio holdings

AUM $869M
1-Year Est. Return 19.29%
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$890K
4
AAPL icon
Apple
AAPL
+$753K
5
NVDA icon
NVIDIA
NVDA
+$643K

Top Sells

1
+$6.43M
2
+$3.6M
3
+$1.43M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$915K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$773K

Sector Composition

1 Technology 8.51%
2 Financials 3.64%
3 Healthcare 3.05%
4 Consumer Staples 2.37%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$11.3K ﹤0.01%
256
-24
727
$11.3K ﹤0.01%
110
+9
728
$11.3K ﹤0.01%
408
+10
729
$11.3K ﹤0.01%
55
730
$11.1K ﹤0.01%
320
-425
731
$11.1K ﹤0.01%
+111
732
$10.9K ﹤0.01%
334
733
$10.9K ﹤0.01%
37
+2
734
$10.8K ﹤0.01%
79
+1
735
$10.7K ﹤0.01%
+130
736
$10.5K ﹤0.01%
790
737
$10.5K ﹤0.01%
+200
738
$10.4K ﹤0.01%
535
-30
739
$10.3K ﹤0.01%
110
+5
740
$10.2K ﹤0.01%
330
741
$10.2K ﹤0.01%
53
+3
742
$10.2K ﹤0.01%
270
743
$9.8K ﹤0.01%
84
+4
744
$9.79K ﹤0.01%
438
-1,202
745
$9.76K ﹤0.01%
102
+32
746
$9.72K ﹤0.01%
130
747
$9.62K ﹤0.01%
39
748
$9.54K ﹤0.01%
62
+8
749
$9.54K ﹤0.01%
167
+17
750
$9.39K ﹤0.01%
500
28 29
30
31 32