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

Top Buys

1
+$31.2M
2
+$17.6M
3
+$13.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.4M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$10.3M

Top Sells

1
+$677K
2
+$478K
3
+$344K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$296K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$256K

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
776
$4K ﹤0.01%
+260
777
$4K ﹤0.01%
+66
778
$4K ﹤0.01%
+180
779
$4K ﹤0.01%
+197
780
$4K ﹤0.01%
+15
781
$4K ﹤0.01%
+70
782
$4K ﹤0.01%
+90
783
$4K ﹤0.01%
+42
784
$4K ﹤0.01%
+127
785
$4K ﹤0.01%
+220
786
$4K ﹤0.01%
+20
787
$4K ﹤0.01%
+25
788
$4K ﹤0.01%
+325
789
$4K ﹤0.01%
+40
790
$4K ﹤0.01%
+85
791
$4K ﹤0.01%
+65
792
$4K ﹤0.01%
+82
793
$3K ﹤0.01%
+25
794
$3K ﹤0.01%
+40
795
$3K ﹤0.01%
+40
796
$3K ﹤0.01%
+30
797
$3K ﹤0.01%
45
798
$3K ﹤0.01%
+25
799
$3K ﹤0.01%
+57
800
$3K ﹤0.01%
+25
30 31
32
33 34