CFO

Callan Family Office Portfolio holdings

AUM $3.14B
1-Year Est. Return 23.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$753K
3
+$654K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$545K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$461K

Top Sells

1
+$2.89M
2
+$2.61M
3
+$2.47M
4
OXY icon
Occidental Petroleum
OXY
+$1.6M
5
WFC icon
Wells Fargo
WFC
+$1.57M

Sector Composition

1 Technology 3.84%
2 Financials 2.84%
3 Healthcare 1.16%
4 Industrials 0.99%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
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