CFO

CVA Family Office Portfolio holdings

AUM $777M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$652M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.13M
3
+$3.02M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.41M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.21M

Top Sells

1
+$4.95M
2
+$1.33M
3
+$534K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$437K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$377K

Sector Composition

1 Technology 7.71%
2 Financials 4.74%
3 Healthcare 2.76%
4 Consumer Staples 2.32%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4.04K ﹤0.01%
12
927
$4K ﹤0.01%
141
-403
928
$4K ﹤0.01%
56
929
$3.97K ﹤0.01%
70
-15
930
$3.95K ﹤0.01%
65
-764
931
$3.93K ﹤0.01%
7
-3
932
$3.92K ﹤0.01%
174
-102
933
$3.91K ﹤0.01%
93
934
$3.88K ﹤0.01%
+19
935
$3.85K ﹤0.01%
60
936
$3.83K ﹤0.01%
15
937
$3.76K ﹤0.01%
97
938
$3.67K ﹤0.01%
473
939
$3.67K ﹤0.01%
48
-25
940
$3.65K ﹤0.01%
16
941
$3.62K ﹤0.01%
49
942
$3.55K ﹤0.01%
170
943
$3.51K ﹤0.01%
26
+2
944
$3.51K ﹤0.01%
97
+15
945
$3.44K ﹤0.01%
139
946
$3.43K ﹤0.01%
150
947
$3.32K ﹤0.01%
119
+22
948
$3.32K ﹤0.01%
39
+6
949
$3.31K ﹤0.01%
24
950
$3.29K ﹤0.01%
50
-140
36 37
38
39 40