CFO

Capitol Family Office Portfolio holdings

AUM $84.7M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$10.1M
4
AMT icon
American Tower
AMT
+$974K
5
HD icon
Home Depot
HD
+$968K

Top Sells

1
+$30M
2
+$12.8M
3
+$11.2M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$7.74M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.87M

Sector Composition

1 Consumer Discretionary 11.88%
2 Technology 5.28%
3 Healthcare 4.88%
4 Financials 2.95%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-79,350
1
2