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
$76.7M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$308K
2
+$208K
3
+$19.8K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.5K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$8.69K

Top Sells

1
+$328K
2
+$121K
3
+$118K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$118K
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$181K 0.24%
467
-304
27
$126K 0.16%
715
28
$109K 0.14%
990
29
$87.3K 0.11%
828
30
$84.2K 0.11%
265
31
$70.6K 0.09%
655
32
$67.1K 0.09%
183
33
$65.6K 0.09%
529
34
$55.4K 0.07%
1,913
35
$50K 0.07%
2,232
-70
36
$25K 0.03%
605
37
$23.6K 0.03%
578
38
$21.8K 0.03%
269
39
$20.9K 0.03%
297
40
$17.8K 0.02%
164
41
$15.8K 0.02%
200
42
$12.7K 0.02%
1,960
43
$11.1K 0.01%
70
44
$10.5K 0.01%
17
45
$5.92K 0.01%
104
46
$5.83K 0.01%
139
47
$5.8K 0.01%
99
48
$5.68K 0.01%
42
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