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
$405M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$8.5M
2 +$3.43M
3 +$2.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.93M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.47M

Sector Composition

1 Technology 3.17%
2 Financials 2.97%
3 Consumer Discretionary 0.9%
4 Healthcare 0.75%
5 Industrials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,000
102
-22,375
103
-1,305