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
876
$2.6K ﹤0.01%
+10
877
$2.59K ﹤0.01%
+60
878
$2.56K ﹤0.01%
+93
879
$2.55K ﹤0.01%
+100
880
$2.53K ﹤0.01%
+290
881
$2.52K ﹤0.01%
+83
882
$2.5K ﹤0.01%
+45
883
$2.48K ﹤0.01%
+35
884
$2.44K ﹤0.01%
+16
885
$2.44K ﹤0.01%
+58
886
$2.42K ﹤0.01%
+179
887
$2.41K ﹤0.01%
+179
888
$2.41K ﹤0.01%
+49
889
$2.4K ﹤0.01%
+73
890
$2.39K ﹤0.01%
+70
891
$2.36K ﹤0.01%
+55
892
$2.35K ﹤0.01%
+28
893
$2.35K ﹤0.01%
+191
894
$2.3K ﹤0.01%
+80
895
$2.26K ﹤0.01%
+57
896
$2.26K ﹤0.01%
+64
897
$2.24K ﹤0.01%
+25
898
$2.23K ﹤0.01%
+397
899
$2.23K ﹤0.01%
+134
900
$2.19K ﹤0.01%
+45
34 35
36
37 38