CFO
Capitol Family Office Portfolio holdings
AUM $70.7M
AUM
$70.7M
AUM Growth
-$4.23M (-6%)
Cap. Flow
-$235K
Cap. Flow % of AUM
-0.33%
Top 10 Holdings %Top 10 Hldgs %
85.52%
Holding
48
New
31
Increased
2
Reduced
12
Closed
–
Top Buys
1 | $6.69M | |
2 | $3.09M | |
3 | $1.17M | |
4 | $1.16M | |
5 | $1.12M |
Top Sells
1 | $6.64M | |
2 | $2.76M | |
3 | $2.41M | |
4 | $2.2M | |
5 | $1.26M |
Sector Composition
1 | Technology | 8.35% |
2 | Consumer Discretionary | 5.38% |
3 | Financials | 4.48% |
4 | Healthcare | 3.26% |
5 | Communication Services | 1.18% |