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
1076
$1.11K ﹤0.01%
51
1077
$1.09K ﹤0.01%
+28
1078
$1.08K ﹤0.01%
20
+4
1079
$1.07K ﹤0.01%
32
1080
$1.07K ﹤0.01%
10
1081
$1.06K ﹤0.01%
10
1082
$1.04K ﹤0.01%
187
+44
1083
$1.03K ﹤0.01%
91
+20
1084
$1.02K ﹤0.01%
120
+14
1085
$1.02K ﹤0.01%
417
1086
$1.01K ﹤0.01%
37
+2
1087
$1.01K ﹤0.01%
10
1088
$1K ﹤0.01%
+225
1089
$999 ﹤0.01%
6
1090
$998 ﹤0.01%
+95
1091
$997 ﹤0.01%
72
-22
1092
$994 ﹤0.01%
+101
1093
$993 ﹤0.01%
+339
1094
$993 ﹤0.01%
21
+12
1095
$985 ﹤0.01%
59
1096
$985 ﹤0.01%
41
1097
$981 ﹤0.01%
+54
1098
$979 ﹤0.01%
75
+11
1099
$974 ﹤0.01%
36
1100
$963 ﹤0.01%
30
42 43
44
45 46