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
826
$5.15K ﹤0.01%
40
+5
827
$5.11K ﹤0.01%
106
828
$5.1K ﹤0.01%
62
+12
829
$5.09K ﹤0.01%
56
830
$5.01K ﹤0.01%
108
831
$5K ﹤0.01%
93
832
$4.97K ﹤0.01%
124
833
$4.93K ﹤0.01%
41
+4
834
$4.86K ﹤0.01%
485
835
$4.76K ﹤0.01%
227
+111
836
$4.75K ﹤0.01%
88
837
$4.71K ﹤0.01%
110
838
$4.67K ﹤0.01%
21
+4
839
$4.66K ﹤0.01%
39
+4
840
$4.59K ﹤0.01%
229
+149
841
$4.59K ﹤0.01%
+58
842
$4.56K ﹤0.01%
180
+75
843
$4.52K ﹤0.01%
126
+56
844
$4.5K ﹤0.01%
169
845
$4.47K ﹤0.01%
79
846
$4.44K ﹤0.01%
+56
847
$4.41K ﹤0.01%
119
848
$4.41K ﹤0.01%
108
849
$4.32K ﹤0.01%
150
+94
850
$4.2K ﹤0.01%
118
32 33
34
35 36