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
$632M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,357
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.62M
3
+$1.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.48M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.46M

Top Sells

1
+$3.92M
2
+$1.66M
3
+$1.43M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$989K

Sector Composition

1 Technology 8.77%
2 Financials 4.36%
3 Consumer Discretionary 2.73%
4 Healthcare 2.56%
5 Consumer Staples 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1.6K ﹤0.01%
43
-8
1027
$1.59K ﹤0.01%
+38
1028
$1.57K ﹤0.01%
+87
1029
$1.55K ﹤0.01%
12
+7
1030
$1.55K ﹤0.01%
33
1031
$1.54K ﹤0.01%
32
1032
$1.54K ﹤0.01%
+20
1033
$1.53K ﹤0.01%
50
1034
$1.53K ﹤0.01%
45
1035
$1.51K ﹤0.01%
27
1036
$1.51K ﹤0.01%
10
1037
$1.5K ﹤0.01%
86
1038
$1.48K ﹤0.01%
103
+1
1039
$1.45K ﹤0.01%
18
1040
$1.44K ﹤0.01%
+281
1041
$1.41K ﹤0.01%
+3
1042
$1.4K ﹤0.01%
70
1043
$1.39K ﹤0.01%
33
1044
$1.39K ﹤0.01%
54
-6
1045
$1.36K ﹤0.01%
+19
1046
$1.35K ﹤0.01%
12
1047
$1.34K ﹤0.01%
493
1048
$1.33K ﹤0.01%
18
1049
$1.3K ﹤0.01%
18
+12
1050
$1.29K ﹤0.01%
33
40 41
42
43 44