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
$556M
AUM Growth
-$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,310
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$890K
4
AAPL icon
Apple
AAPL
+$753K
5
NVDA icon
NVIDIA
NVDA
+$643K

Top Sells

1
+$6.43M
2
+$3.6M
3
+$1.43M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$915K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$773K

Sector Composition

1 Technology 8.51%
2 Financials 3.64%
3 Healthcare 3.05%
4 Consumer Staples 2.37%
5 Industrials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$504 ﹤0.01%
+57
1202
$504 ﹤0.01%
+4
1203
$504 ﹤0.01%
+22
1204
$502 ﹤0.01%
+19
1205
$500 ﹤0.01%
+8
1206
$498 ﹤0.01%
+39
1207
$498 ﹤0.01%
+19
1208
$498 ﹤0.01%
+24
1209
$497 ﹤0.01%
+48
1210
$496 ﹤0.01%
+10
1211
$495 ﹤0.01%
+39
1212
$495 ﹤0.01%
+16
1213
$494 ﹤0.01%
+25
1214
$494 ﹤0.01%
+4
1215
$494 ﹤0.01%
+21
1216
$494 ﹤0.01%
12
1217
$493 ﹤0.01%
+36
1218
$493 ﹤0.01%
+12
1219
$492 ﹤0.01%
+30
1220
$491 ﹤0.01%
+7
1221
$490 ﹤0.01%
+2
1222
$489 ﹤0.01%
+15
1223
$489 ﹤0.01%
+9
1224
$485 ﹤0.01%
+9
1225
$485 ﹤0.01%
+11
47 48
49
50 51