CFO
Callan Family Office Portfolio holdings
AUM
$3.17B
1-Year Est. Return
21.62%
1 Year Est. Return
+21.62%
AUM
$3.17B
AUM Growth
+$1.84B
(+138%)
Holding
941
Top Buys
| 1 | +$85.7M | |
| 2 | +$83M | |
| 3 | +$51.4M | |
| 4 |
Apple
AAPL
|
+$50.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$37.9M |
Top Sells
| 1 | +$2.79M | |
| 2 | +$1.88M | |
| 3 | +$1.84M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.36M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$1.35M |
Sector Composition
| 1 | Technology | 23.34% |
| 2 | Financials | 14.8% |
| 3 | Healthcare | 9.6% |
| 4 | Industrials | 7.93% |
| 5 | Communication Services | 7.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Deere & Co
DE
$128B
| $2.9M | 0.09% |
5,701
+3,649
|
|
||
227
Trane Technologies
TT
$94.8B
| $2.84M | 0.09% |
6,498
+4,459
|
|
||
228
Edwards Lifesciences
EW
$44.7B
| $2.83M | 0.09% |
36,199
+27,509
|
|
||
229
Unilever
UL
$154B
| $2.83M | 0.09% |
46,228
+30,790
|
|
||
230
Donaldson
DCI
$9.64B
| $2.8M | 0.09% |
40,343
+36,549
|
|
||
231
Equinix
EQIX
$82.2B
| $2.78M | 0.09% |
3,496
+2,780
|
|
||
232
Vanguard Real Estate ETF
VNQ
$34.6B
| $2.76M | 0.09% |
31,031
+451
|
|
||
233
Ecolab
ECL
$78.6B
| $2.74M | 0.09% |
10,184
+6,079
|
|
||
234
Aflac
AFL
$57.3B
| $2.72M | 0.09% |
25,821
+16,020
|
|
||
235
iShares MSCI ACWI ETF
ACWI
$23.3B
| $2.66M | 0.08% |
20,675
+905
|
|
||
236
Teledyne Technologies
TDY
$24.9B
| $2.57M | 0.08% |
5,025
+4,130
|
|
||
237
W.R. Berkley
WRB
$28.5B
| $2.56M | 0.08% |
34,903
+28,005
|
|
||
238
Lam Research
LRCX
$191B
| $2.55M | 0.08% |
26,169
+14,354
|
|
||
239
Chubb
CB
$111B
| $2.54M | 0.08% |
8,752
+4,811
|
|
||
240
Medtronic
MDT
$120B
| $2.52M | 0.08% |
28,883
+20,433
|
|
||
241
Clearwater Analytics
CWAN
$5.56B
| $2.51M | 0.08% |
114,676
+105,295
|
|
||
242
Analog Devices
ADI
$117B
| $2.51M | 0.08% |
10,558
+4,548
|
|
||
243
Rio Tinto
RIO
$115B
| $2.51M | 0.08% |
42,960
+28,215
|
|
||
244
Verizon
VZ
$164B
| $2.48M | 0.08% |
57,389
+43,158
|
|
||
245
Axon Enterprise
AXON
$57.8B
| $2.45M | 0.08% |
+2,964
|
|
||
246
Zoetis
ZTS
$64.7B
| $2.45M | 0.08% |
15,717
+9,170
|
|
||
247
iShares Global REIT ETF
REET
$3.94B
| $2.45M | 0.08% |
99,216
-16,726
|
|
||
248
Citigroup
C
$177B
| $2.45M | 0.08% |
28,725
+17,796
|
|
||
249
Mondelez International
MDLZ
$78.6B
| $2.42M | 0.08% |
35,915
+21,919
|
|
||
250
Brinker International
EAT
$5.66B
| $2.41M | 0.08% |
13,391
+955
|
|