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
876
$3.64K ﹤0.01%
+26
877
$3.62K ﹤0.01%
435
878
$3.54K ﹤0.01%
+102
879
$3.51K ﹤0.01%
16
+1
880
$3.42K ﹤0.01%
17
+2
881
$3.41K ﹤0.01%
+46
882
$3.37K ﹤0.01%
136
-2
883
$3.35K ﹤0.01%
169
884
$3.35K ﹤0.01%
58
+8
885
$3.33K ﹤0.01%
88
886
$3.32K ﹤0.01%
27
+17
887
$3.32K ﹤0.01%
+49
888
$3.28K ﹤0.01%
12
889
$3.25K ﹤0.01%
+101
890
$3.24K ﹤0.01%
36
+19
891
$3.22K ﹤0.01%
83
892
$3.2K ﹤0.01%
13
+3
893
$3.19K ﹤0.01%
397
894
$3.18K ﹤0.01%
53
895
$3.14K ﹤0.01%
12
+2
896
$3.12K ﹤0.01%
+44
897
$3.08K ﹤0.01%
95
-2,358
898
$3.05K ﹤0.01%
40
899
$3.01K ﹤0.01%
109
+59
900
$3K ﹤0.01%
+139
34 35
36
37 38