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
801
$6.37K ﹤0.01%
23
+8
802
$6.3K ﹤0.01%
4
803
$6.28K ﹤0.01%
133
+33
804
$6.24K ﹤0.01%
21
+1
805
$6.2K ﹤0.01%
547
806
$6.17K ﹤0.01%
100
807
$6.13K ﹤0.01%
214
+204
808
$6.04K ﹤0.01%
34
+29
809
$5.96K ﹤0.01%
22
+7
810
$5.96K ﹤0.01%
33
+3
811
$5.87K ﹤0.01%
80
812
$5.84K ﹤0.01%
153
813
$5.69K ﹤0.01%
370
814
$5.69K ﹤0.01%
62
815
$5.64K ﹤0.01%
1,200
816
$5.5K ﹤0.01%
93
817
$5.47K ﹤0.01%
81
818
$5.44K ﹤0.01%
143
819
$5.43K ﹤0.01%
45
820
$5.26K ﹤0.01%
115
821
$5.23K ﹤0.01%
+200
822
$5.2K ﹤0.01%
463
823
$5.19K ﹤0.01%
51
+1
824
$5.17K ﹤0.01%
19
+14
825
$5.16K ﹤0.01%
70
+17
31 32
33
34 35