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CFO

Capitol Family Office Portfolio holdings

AUM $94.7M
1-Year Est. Return 25.86%
This Fund
S&P 500
This Quarter Est. Return
-6.66%
1 Year Est. Return
+25.86%
3 Year Est. Return
+61.89%
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$21.5M
Cap. Flow
-$13.2M
Cap. Flow %
-10.65%
Top 10 Hldgs %
82.04%
Holding
26
New
2
Increased
10
Reduced
6
Closed
5
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPTS icon
1
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$26.6M 21.45%
+898,764
New +$27M
SPAB icon
2
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$15M 12.11%
541,345
+504,134
+1,355% +$14.4M
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$121B
$11.5M 9.23%
144,304
-18,120
-11% -$1.42M
XLY icon
4
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$11.2M 9.02%
121,104
-31,380
-21% -$2.87M
SPTL icon
5
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$9.72M 7.83%
+257,044
New +$10.1M
NKE icon
6
Nike
NKE
$62.9B
$8.54M 6.88%
63,507
+1,384
+2% +$194K
XLRE icon
7
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.62B
$6.8M 5.48%
140,742
-51,734
-27% -$2.42M
AAPL icon
8
Apple
AAPL
$4.61T
$5.18M 4.17%
29,667
+4,318
+17% +$726K
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.12T
$3.67M 2.95%
10,391
+2,682
+35% +$868K
AMZN icon
10
Amazon
AMZN
$2.95T
$3.62M 2.91%
22,200
-4,000
-15% -$618K
UNP icon
11
Union Pacific
UNP
$176B
$3.29M 2.65%
12,058
-6,550
-35% -$1.65M
PG icon
12
Procter & Gamble
PG
$344B
$3.02M 2.43%
19,772
+5,762
+41% +$901K
AMT icon
13
American Tower
AMT
$78.7B
$2.99M 2.41%
11,894
+3,993
+51% +$974K
PFE icon
14
Pfizer
PFE
$148B
$2.94M 2.37%
56,749
+18,607
+49% +$965K
WBA
15
DELISTED
Walgreens Boots Alliance
WBA
$2.84M 2.29%
63,526
+18,661
+42% +$918K
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.4T
$2.74M 2.21%
19,640
+4,520
+30% +$615K
HD icon
17
Home Depot
HD
$350B
$2.59M 2.09%
8,655
+2,790
+48% +$968K
MSFT icon
18
Microsoft
MSFT
$3.66T
$809K 0.65%
2,623
INTC icon
19
Intel
INTC
$497B
$567K 0.46%
11,438
AMGN icon
20
Amgen
AMGN
$222B
$281K 0.23%
1,160
XLI icon
21
State Street Industrial Select Sector SPDR ETF
XLI
$34B
$236K 0.19%
2,293
-9,925
-81% -$1.01M
SPIP icon
22
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
-951,604
Closed -$30M
SPLV icon
23
Invesco S&P 500 Low Volatility ETF
SPLV
$7.25B
-112,755
Closed -$7.74M
SPMB icon
24
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.99B
-504,340
Closed -$12.8M
SPYV icon
25
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.7B
-5,217
Closed -$219K

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Capitol Family Office's Q1 2022 Portfolio in Review

As of Q1 2022, Capitol Family Office held 26 positions worth $124M, down 15% from $146M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Capitol Family Office withdrew a net $13.2M in Q1 2022, closing 5 positions and reducing 6 holdings. Its most notable exit was State Street SPDR Portfolio TIPS ETF, an estimated $30M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 12% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Capitol Family Office opened a new position in State Street SPDR Portfolio Short Term Treasury ETF worth $26.6M.

  • Capitol Family Office's largest Q1 2022 buy was State Street SPDR Portfolio Short Term Treasury ETF: 898,764 shares worth $26.6M.
  • Capitol Family Office added most to State Street SPDR Portfolio Aggregate Bond ETF in Q1 2022, an estimated $14.4M increase.
  • Capitol Family Office's biggest Q1 2022 reduction was State Street Consumer Discretionary Select Sector SPDR ETF, cutting an estimated $2.87M.
  • Capitol Family Office fully exited State Street SPDR Portfolio TIPS ETF in Q1 2022, selling an estimated $30M.
  • Capitol Family Office's ten largest holdings make up 82% of its $124M portfolio in Q1 2022.
  • Capitol Family Office opened 2 new positions and closed 5 in Q1 2022.
  • Capitol Family Office's portfolio value fell 15% quarter-over-quarter to $124M.

Based on Capitol Family Office's 13F filing for Q1 2022, filed 18 Apr 2022.