CFO
CVA Family Office Portfolio holdings
AUM
$712M
1-Year Est. Return
15.5%
1 Year Est. Return
+15.5%
AUM
$712M
AUM Growth
+$59.3M
(+9.1%)
Holding
1,481
Top Buys
| 1 | +$3.4M | |
| 2 | +$2.18M | |
| 3 | +$1.82M | |
| 4 |
Energy Transfer Partners
ET
|
+$1.81M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$1.64M |
Top Sells
| 1 | +$3.47M | |
| 2 | +$1.64M | |
| 3 | +$976K | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$890K |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$779K |
Sector Composition
| 1 | Technology | 8.99% |
| 2 | Financials | 4.53% |
| 3 | Consumer Discretionary | 2.47% |
| 4 | Healthcare | 2.32% |
| 5 | Communication Services | 2.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1476
QuantumScape
QS
$8.69B
| – | – |
-101
|
|
||
1477
LiveRamp
RAMP
$1.79B
| – | – |
-19
|
|
||
1478
RBC Bearings
RBC
$11.8B
| – | – |
-1
|
|
||
1479
Rocket Lab Corp
RKLB
$32.1B
| – | – |
-100
|
|
||
1480
Avidity Biosciences
RNA
$6.99B
| – | – |
-20
|
|
||
1481
Renasant Corp
RNST
$3.24B
| – | – |
-18
|
|