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
951
$1.31K ﹤0.01%
+15
952
$1.31K ﹤0.01%
+230
953
$1.28K ﹤0.01%
+10
954
$1.27K ﹤0.01%
+147
955
$1.26K ﹤0.01%
+85
956
$1.25K ﹤0.01%
+139
957
$1.25K ﹤0.01%
+18
958
$1.25K ﹤0.01%
+58
959
$1.24K ﹤0.01%
+5
960
$1.21K ﹤0.01%
+25
961
$1.2K ﹤0.01%
+39
962
$1.2K ﹤0.01%
+32
963
$1.19K ﹤0.01%
+55
964
$1.19K ﹤0.01%
+10
965
$1.18K ﹤0.01%
+28
966
$1.18K ﹤0.01%
+493
967
$1.17K ﹤0.01%
+149
968
$1.17K ﹤0.01%
+8
969
$1.16K ﹤0.01%
+16
970
$1.15K ﹤0.01%
+16
971
$1.15K ﹤0.01%
+40
972
$1.14K ﹤0.01%
+5
973
$1.12K ﹤0.01%
+37
974
$1.12K ﹤0.01%
+33
975
$1.11K ﹤0.01%
+115
37 38
39
40 41