CFO
CVA Family Office Portfolio holdings
AUM
$950M
1-Year Est. Return
20.72%
This Fund
S&P 500
1 Year Est. Return
+20.72%
AUM
$950M
AUM Growth
+$80.2M
(+9.2%)
Holding
1,882
Top Buys
| 1 | +$8.53M | |
| 2 | +$7.65M | |
| 3 | +$6.31M | |
| 4 |
Avantis US Equity ETF
AVUS
|
+$5.69M |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$5.22M |
Top Sells
| 1 | +$4.89M | |
| 2 | +$2.53M | |
| 3 | +$1.28M | |
| 4 |
Vanguard Health Care ETF
VHT
|
+$695K |
| 5 |
Global X US Infrastructure Development ETF
PAVE
|
+$408K |
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 | |
|---|---|---|---|---|---|---|
1876
Nomad Foods
NOMD
$1.41B
| – | – |
-80
|
|
||
1877
Blue Owl Capital
OBDC
$5.61B
| – | – |
-4,100
|
|
||
1878
Omega Healthcare
OHI
$13.4B
| – | – |
-11
|
|
||
|
BULL
1879
Webull Corp
BULL
$3.32B
| – | – |
-52
|
|
||
|
BMNR
1880
BitMine Immersion Technologies
BMNR
$10.1B
| – | – |
-13
|
|
||
|
PSKY
1881
Paramount Skydance Corp
PSKY
$12B
| – | – |
-295
|
|
||
|
FIGR
1882
Figure Technology Solutions
FIGR
$7.21B
| – | – |
-14
|
|