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
$70.7M
AUM Growth
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$3.09M
3
+$1.17M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.16M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.12M

Top Sells

1
+$6.64M
2
+$2.76M
3
+$2.41M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$240K 0.34%
+728
27
$123K 0.17%
+715
28
$97K 0.14%
+990
29
$92.1K 0.13%
+828
30
$77.9K 0.11%
+655
31
$68.7K 0.1%
+265
32
$67.1K 0.09%
+183
33
$54.1K 0.08%
+1,913
34
$52.3K 0.07%
+2,302
35
$52.2K 0.07%
+529
36
$23.2K 0.03%
+605
37
$22.8K 0.03%
+289
38
$21.9K 0.03%
+269
39
$21.3K 0.03%
+297
40
$18K 0.03%
+200
41
$15.7K 0.02%
+164
42
$11.7K 0.02%
+1,960
43
$9.51K 0.01%
+17
44
$7.59K 0.01%
+70
45
$5.63K 0.01%
+139
46
$5.3K 0.01%
+99
47
$5.24K 0.01%
+104
48
$5.12K 0.01%
+42
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