CFO

CVA Family Office Portfolio holdings

AUM $950M
1-Year Est. Return 20.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$950M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,882
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.62%
2 Financials 3.86%
3 Communication Services 2.37%
4 Industrials 2.2%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EEFT icon
1476
Euronet Worldwide
EEFT
$2.73B
$2.39K ﹤0.01%
+36
GT icon
1477
Goodyear
GT
$1.7B
$2.39K ﹤0.01%
+360
DEM icon
1478
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.09B
$2.38K ﹤0.01%
+48
RUSHB icon
1479
Rush Enterprises Class B
RUSHB
$5.03B
$2.38K ﹤0.01%
+37
SHC icon
1480
Sotera Health
SHC
$4.28B
$2.38K ﹤0.01%
+166
IRDM icon
1481
Iridium Communications
IRDM
$5.24B
$2.36K ﹤0.01%
+85
HYLB icon
1482
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.39B
$2.35K ﹤0.01%
65
PSC icon
1483
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.15B
$2.35K ﹤0.01%
+41
LBTYK icon
1484
Liberty Global Class C
LBTYK
$4B
$2.35K ﹤0.01%
+200
SANM icon
1485
Sanmina
SANM
$14.9B
$2.33K ﹤0.01%
+18
VSCO icon
1486
Victoria's Secret
VSCO
$4.31B
$2.32K ﹤0.01%
+50
HDGE icon
1487
AdvisorShares Ranger Equity Bear ETF
HDGE
$61.6M
$2.32K ﹤0.01%
+129
RHI icon
1488
Robert Half
RHI
$3.07B
$2.31K ﹤0.01%
+91
MSA icon
1489
Mine Safety
MSA
$6.3B
$2.29K ﹤0.01%
+14
NSIT icon
1490
Insight Enterprises
NSIT
$3.62B
$2.28K ﹤0.01%
+34
TFSL icon
1491
TFS Financial
TFSL
$4.5B
$2.28K ﹤0.01%
+162
SBCF icon
1492
Seacoast Banking Corp of Florida
SBCF
$2.94B
$2.27K ﹤0.01%
+75
SMFG icon
1493
Sumitomo Mitsui Financial
SMFG
$145B
$2.27K ﹤0.01%
115
VGLT icon
1494
Vanguard Long-Term Treasury ETF
VGLT
$10B
$2.27K ﹤0.01%
41
WHR icon
1495
Whirlpool
WHR
$2.66B
$2.27K ﹤0.01%
+42
MIDD icon
1496
Middleby
MIDD
$7.05B
$2.25K ﹤0.01%
+17
HLN icon
1497
Haleon
HLN
$38.5B
$2.25K ﹤0.01%
225
+100
SLGN icon
1498
Silgan Holdings
SLGN
$3.89B
$2.25K ﹤0.01%
+58
WOR icon
1499
Worthington Enterprises
WOR
$2.84B
$2.24K ﹤0.01%
+43
TLN
1500
Talen Energy Corp
TLN
$17.5B
$2.23K ﹤0.01%
+7