CFO

Capitol Family Office Portfolio holdings

AUM $82.4M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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 +$26.6M
2 +$14M
3 +$9.72M
4
AMT icon
American Tower
AMT
+$1M
5
PFE icon
Pfizer
PFE
+$963K

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