CFO

CVA Family Office Portfolio holdings

AUM $712M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
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

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
in Stake
Capital Flow
176
$336K 0.06%
11,998
+6,542
177
$332K 0.06%
7,993
+1,229
178
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5,070
-2,350
179
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180
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$326K 0.06%
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183
$322K 0.06%
7,961
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184
$321K 0.06%
3,000
185
$319K 0.06%
13,244
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186
$315K 0.06%
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187
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189
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190
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191
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192
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194
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196
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353
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197
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2,927
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198
$284K 0.05%
14,429
199
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4,172
200
$275K 0.05%
6,292
-5