CFO

Callan Family Office Portfolio holdings

AUM $3.17B
1-Year Est. Return 21.62%
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$46.1M
2 +$36M
3 +$27.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$22.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 2.16%
2 Technology 1.85%
3 Financials 1.59%
4 Healthcare 1.34%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.07%
+2,170
102
$57.4K 0.02%
+14,100