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
851
$4.17K ﹤0.01%
65
852
$4.13K ﹤0.01%
49
+29
853
$4.11K ﹤0.01%
500
854
$4.1K ﹤0.01%
165
-434
855
$4.08K ﹤0.01%
138
856
$4.06K ﹤0.01%
+118
857
$4.05K ﹤0.01%
300
-1,870
858
$4.04K ﹤0.01%
175
859
$3.99K ﹤0.01%
53
+46
860
$3.95K ﹤0.01%
+16
861
$3.94K ﹤0.01%
393
862
$3.91K ﹤0.01%
25
863
$3.87K ﹤0.01%
+24
864
$3.84K ﹤0.01%
80
865
$3.78K ﹤0.01%
170
866
$3.77K ﹤0.01%
60
867
$3.71K ﹤0.01%
78
868
$3.7K ﹤0.01%
45
869
$3.7K ﹤0.01%
+42
870
$3.7K ﹤0.01%
66
871
$3.7K ﹤0.01%
268
872
$3.7K ﹤0.01%
97
873
$3.67K ﹤0.01%
+26
874
$3.65K ﹤0.01%
74
+9
875
$3.65K ﹤0.01%
40
33 34
35
36 37