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
$632M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,357
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.62M
3
+$1.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.48M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.46M

Top Sells

1
+$3.92M
2
+$1.66M
3
+$1.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$989K

Sector Composition

1 Technology 8.77%
2 Financials 4.36%
3 Consumer Discretionary 2.73%
4 Healthcare 2.56%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$12.7K ﹤0.01%
197
752
$12.7K ﹤0.01%
167
+46
753
$12.6K ﹤0.01%
52
754
$12.6K ﹤0.01%
143
+15
755
$12.5K ﹤0.01%
535
756
$12.5K ﹤0.01%
155
+58
757
$12.4K ﹤0.01%
69
+6
758
$12.2K ﹤0.01%
301
759
$12.2K ﹤0.01%
144
+94
760
$12K ﹤0.01%
93
+34
761
$11.9K ﹤0.01%
733
+100
762
$11.9K ﹤0.01%
148
-28
763
$11.8K ﹤0.01%
55
764
$11.7K ﹤0.01%
28
+8
765
$11.7K ﹤0.01%
575
+550
766
$11.5K ﹤0.01%
420
+6
767
$11.5K ﹤0.01%
343
768
$11.4K ﹤0.01%
129
+28
769
$11.4K ﹤0.01%
199
+16
770
$11.4K ﹤0.01%
+150
771
$11.4K ﹤0.01%
790
772
$11.4K ﹤0.01%
128
773
$11.3K ﹤0.01%
234
+32
774
$11.1K ﹤0.01%
43
+33
775
$10.9K ﹤0.01%
94
+32
29 30
31
32 33