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
826
$2K ﹤0.01%
+25
827
$2K ﹤0.01%
+10
828
$2K ﹤0.01%
15
-430
829
$2K ﹤0.01%
+20
830
$2K ﹤0.01%
+10
831
$2K ﹤0.01%
+15
832
$2K ﹤0.01%
+20
833
$2K ﹤0.01%
+17
834
$2K ﹤0.01%
+35
835
$2K ﹤0.01%
+15
836
$2K ﹤0.01%
+50
837
$2K ﹤0.01%
+65
838
$2K ﹤0.01%
+115
839
$2K ﹤0.01%
+30
840
$2K ﹤0.01%
+10
841
$2K ﹤0.01%
+75
842
$2K ﹤0.01%
+15
843
$2K ﹤0.01%
+20
844
$2K ﹤0.01%
+90
845
$2K ﹤0.01%
+30
846
$2K ﹤0.01%
+35
847
$2K ﹤0.01%
+10
848
$2K ﹤0.01%
+15
849
$2K ﹤0.01%
+50
850
$2K ﹤0.01%
35
32 33
34
35 36