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
$513M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.73M
3
+$1.3M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.09M

Top Sells

1
+$3.53M
2
+$2.9M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$911K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$484K

Sector Composition

1 Technology 7.07%
2 Financials 3.62%
3 Healthcare 3.02%
4 Industrials 2.37%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4.69K ﹤0.01%
+40
827
$4.65K ﹤0.01%
+108
828
$4.61K ﹤0.01%
+30
829
$4.61K ﹤0.01%
+500
830
$4.55K ﹤0.01%
+50
831
$4.49K ﹤0.01%
+266
832
$4.26K ﹤0.01%
+138
833
$4.1K ﹤0.01%
+119
834
$4.07K ﹤0.01%
+175
835
$3.94K ﹤0.01%
+169
836
$3.87K ﹤0.01%
+118
837
$3.86K ﹤0.01%
+16
838
$3.83K ﹤0.01%
+60
839
$3.82K ﹤0.01%
+100
840
$3.79K ﹤0.01%
+25
841
$3.77K ﹤0.01%
+15
842
$3.77K ﹤0.01%
+65
843
$3.77K ﹤0.01%
+138
844
$3.75K ﹤0.01%
+78
845
$3.73K ﹤0.01%
+169
846
$3.72K ﹤0.01%
+35
847
$3.58K ﹤0.01%
+393
848
$3.56K ﹤0.01%
+66
849
$3.44K ﹤0.01%
+88
850
$3.44K ﹤0.01%
+101
32 33
34
35 36