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
$632M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,357
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.62M
3
+$1.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.48M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.46M

Top Sells

1
+$3.92M
2
+$1.66M
3
+$1.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$989K

Sector Composition

1 Technology 8.77%
2 Financials 4.36%
3 Consumer Discretionary 2.73%
4 Healthcare 2.56%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$7.83K ﹤0.01%
165
827
$7.81K ﹤0.01%
22
828
$7.75K ﹤0.01%
143
829
$7.62K ﹤0.01%
154
830
$7.57K ﹤0.01%
41
-12
831
$7.54K ﹤0.01%
37
+30
832
$7.49K ﹤0.01%
88
+26
833
$7.46K ﹤0.01%
87
-26
834
$7.44K ﹤0.01%
270
-28
835
$7.38K ﹤0.01%
65
+44
836
$7.3K ﹤0.01%
37
+19
837
$7.29K ﹤0.01%
120
838
$7.19K ﹤0.01%
110
839
$7.18K ﹤0.01%
149
840
$7.18K ﹤0.01%
87
841
$7.11K ﹤0.01%
96
842
$6.91K ﹤0.01%
100
843
$6.87K ﹤0.01%
245
844
$6.8K ﹤0.01%
61
845
$6.76K ﹤0.01%
55
+18
846
$6.7K ﹤0.01%
149
-194
847
$6.66K ﹤0.01%
39
+18
848
$6.54K ﹤0.01%
113
+88
849
$6.42K ﹤0.01%
28
+17
850
$6.36K ﹤0.01%
12
32 33
34
35 36