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
751
$9.35K ﹤0.01%
77
+4
752
$9.28K ﹤0.01%
40
+2
753
$9.24K ﹤0.01%
175
+9
754
$9.2K ﹤0.01%
150
755
$9.19K ﹤0.01%
124
+14
756
$9.01K ﹤0.01%
1,300
757
$8.84K ﹤0.01%
50
+13
758
$8.79K ﹤0.01%
83
+8
759
$8.78K ﹤0.01%
23
760
$8.69K ﹤0.01%
153
761
$8.59K ﹤0.01%
878
+98
762
$8.51K ﹤0.01%
68
763
$8.51K ﹤0.01%
21
+1
764
$8.34K ﹤0.01%
18
765
$8.28K ﹤0.01%
212
766
$8.2K ﹤0.01%
55
767
$8.13K ﹤0.01%
115
768
$8.1K ﹤0.01%
29
+4
769
$8.08K ﹤0.01%
129
+8
770
$8.03K ﹤0.01%
68
+8
771
$8K ﹤0.01%
59
+4
772
$7.91K ﹤0.01%
24
+3
773
$7.88K ﹤0.01%
598
774
$7.84K ﹤0.01%
86
775
$7.79K ﹤0.01%
141
29 30
31
32 33