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
901
$2.18K ﹤0.01%
+100
902
$2.15K ﹤0.01%
+122
903
$2.14K ﹤0.01%
+32
904
$2.12K ﹤0.01%
+66
905
$2.11K ﹤0.01%
+20
906
$2.11K ﹤0.01%
+52
907
$2.08K ﹤0.01%
+253
908
$2.06K ﹤0.01%
+103
909
$2.01K ﹤0.01%
+17
910
$2K ﹤0.01%
+31
911
$1.99K ﹤0.01%
+27
912
$1.98K ﹤0.01%
+173
913
$1.94K ﹤0.01%
+10
914
$1.92K ﹤0.01%
+22
915
$1.91K ﹤0.01%
+490
916
$1.9K ﹤0.01%
+5
917
$1.74K ﹤0.01%
+510
918
$1.74K ﹤0.01%
+20
919
$1.74K ﹤0.01%
+45
920
$1.73K ﹤0.01%
+66
921
$1.72K ﹤0.01%
+35
922
$1.68K ﹤0.01%
+20
923
$1.66K ﹤0.01%
+35
924
$1.64K ﹤0.01%
+10
925
$1.64K ﹤0.01%
+32
35 36
37
38 39