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
776
$10.9K ﹤0.01%
110
-25
777
$10.9K ﹤0.01%
150
778
$10.9K ﹤0.01%
342
+114
779
$10.8K ﹤0.01%
118
+13
780
$10.8K ﹤0.01%
320
781
$10.8K ﹤0.01%
33
+4
782
$10.6K ﹤0.01%
118
783
$10.5K ﹤0.01%
462
784
$10.5K ﹤0.01%
50
+12
785
$10.3K ﹤0.01%
171
+99
786
$10.3K ﹤0.01%
338
+308
787
$10.2K ﹤0.01%
115
788
$10.1K ﹤0.01%
87
+30
789
$10.1K ﹤0.01%
207
790
$10.1K ﹤0.01%
352
+29
791
$10K ﹤0.01%
127
-23
792
$9.91K ﹤0.01%
200
793
$9.88K ﹤0.01%
152
+89
794
$9.76K ﹤0.01%
1,158
+35
795
$9.59K ﹤0.01%
26
+6
796
$9.56K ﹤0.01%
52
+40
797
$9.34K ﹤0.01%
30
798
$9.26K ﹤0.01%
83
+20
799
$9.16K ﹤0.01%
195
-53
800
$9.16K ﹤0.01%
330
-1
30 31
32
33 34