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
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