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

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%