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
776
$7.67K ﹤0.01%
21
+1
777
$7.66K ﹤0.01%
47
+37
778
$7.53K ﹤0.01%
35
779
$7.44K ﹤0.01%
270
780
$7.42K ﹤0.01%
107
+97
781
$7.42K ﹤0.01%
176
+11
782
$7.4K ﹤0.01%
120
783
$7.37K ﹤0.01%
149
784
$7.33K ﹤0.01%
600
785
$7.25K ﹤0.01%
255
-465
786
$7.24K ﹤0.01%
69
-6
787
$7.2K ﹤0.01%
88
+9
788
$7.19K ﹤0.01%
165
789
$7.13K ﹤0.01%
245
790
$7.13K ﹤0.01%
75
791
$7.08K ﹤0.01%
27
+11
792
$7.02K ﹤0.01%
117
+7
793
$7K ﹤0.01%
32
+3
794
$6.98K ﹤0.01%
196
795
$6.81K ﹤0.01%
113
+8
796
$6.73K ﹤0.01%
+104
797
$6.7K ﹤0.01%
154
+50
798
$6.59K ﹤0.01%
125
799
$6.51K ﹤0.01%
12
800
$6.49K ﹤0.01%
75
30 31
32
33 34