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
851
$3.4K ﹤0.01%
+80
852
$3.4K ﹤0.01%
+226
853
$3.39K ﹤0.01%
+65
854
$3.34K ﹤0.01%
+15
855
$3.3K ﹤0.01%
+15
856
$3.26K ﹤0.01%
+15
857
$3.24K ﹤0.01%
+102
858
$3.24K ﹤0.01%
+907
859
$3.21K ﹤0.01%
+152
860
$3.17K ﹤0.01%
+170
861
$3.09K ﹤0.01%
+35
862
$2.98K ﹤0.01%
+473
863
$2.97K ﹤0.01%
+282
864
$2.9K ﹤0.01%
+120
865
$2.89K ﹤0.01%
+10
866
$2.87K ﹤0.01%
+100
867
$2.78K ﹤0.01%
+98
868
$2.75K ﹤0.01%
+71
869
$2.7K ﹤0.01%
+40
870
$2.68K ﹤0.01%
+40
871
$2.66K ﹤0.01%
+33
872
$2.63K ﹤0.01%
+435
873
$2.63K ﹤0.01%
+12
874
$2.62K ﹤0.01%
+268
875
$2.61K ﹤0.01%
+15
33 34
35
36 37