CFO
CVA Family Office Portfolio holdings
AUM
$869M
1-Year Est. Return
19.29%
1 Year Est. Return
+19.29%
AUM
$777M
AUM Growth
+$65.3M
(+9.2%)
Holding
1,353
Top Buys
| 1 | +$3.26M | |
| 2 | +$2.95M | |
| 3 | +$2.84M | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$2.79M |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$2.5M |
Top Sells
| 1 | +$4.01M | |
| 2 | +$3.71M | |
| 3 | +$1.44M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.29M |
| 5 |
Solid Power
SLDP
|
+$906K |
Sector Composition
| 1 | Technology | 8.59% |
| 2 | Financials | 4.33% |
| 3 | Consumer Discretionary | 2.46% |
| 4 | Communication Services | 2.33% |
| 5 | Healthcare | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TEM
1351
Tempus AI
TEM
$12.7B
| – | – |
-9
|
|
||
|
SMST
1352
Defiance Daily Target 2x Short MSTR ETF
SMST
$29.7M
| – | – |
-329
|
|
||
1353
Wheels Up
UP
$758M
| – | – |
-60,850
|
|