CFO
Capitol Family Office Portfolio holdings
AUM $76.7M
1-Year Return
10.57%
This Quarter Return
+9.72%
1 Year Return
+10.57%
3 Year Return
+48.92%
5 Year Return
–
10 Year Return
–
AUM
$76.7M
AUM Growth
+$6.01M
(+8.5%)
Cap. Flow
-$373K
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
86%
Holding
48
New
–
Increased
11
Reduced
13
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$308K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$208K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$19.8K |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$11.5K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$8.69K |
Top Sells
| 1 |
Nike
NKE
|
+$328K |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$121K |
| 3 |
Adobe
ADBE
|
+$118K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$118K |
| 5 |
Microsoft
MSFT
|
+$90.5K |
Sector Composition
| 1 | Technology | 8.77% |
| 2 | Consumer Discretionary | 4.92% |
| 3 | Financials | 3.77% |
| 4 | Healthcare | 2.74% |
| 5 | Communication Services | 1.31% |
