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
$368M
AUM Growth
-$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Sells

1 +$10.1M
2 +$8.15M
3 +$4.69M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$571K

Sector Composition

1 Technology 5.41%
2 Financials 3.2%
3 Healthcare 3.09%
4 Consumer Discretionary 2.99%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$2K ﹤0.01%
25
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827
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828
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830
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831
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50
832
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195
833
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500
834
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835
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30
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836
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837
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10
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10
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40
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75
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845
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846
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40
847
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25
848
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75
849
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30
850
$1K ﹤0.01%
25
-40