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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
-5.82%
1 Year Est. Return
+25.86%
3 Year Est. Return
+61.89%
5 Year Est. Return
10 Year Est. Return
AUM
$66.7M
AUM Growth
-$30.4M
Cap. Flow
-$26M
Cap. Flow %
-38.95%
Top 10 Hldgs %
94.68%
Holding
19
New
Increased
1
Reduced
12
Closed
4

Top Buys

Rank Stock Value
1
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$285K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 12.02%
2 Technology 7.6%
3 Financials 4.19%
4 Healthcare 4.14%
5 Real Estate 3.85%
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
$24.6M 36.9%
850,921
-13,728
-2% -$402K
XLSR icon
2
State Street US Sector Rotation ETF
XLSR
$1.05B
$13.6M 20.41%
378,803
+7,151
+2% +$285K
NKE icon
3
Nike
NKE
$62.9B
$5.52M 8.28%
66,422
-389
-0.6% -$41.9K
AAPL icon
4
Apple
AAPL
$4.61T
$4.17M 6.25%
30,149
-170
-0.6% -$26.7K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.12T
$2.79M 4.19%
10,453
-91
-0.9% -$25.9K
AMT icon
6
American Tower
AMT
$78.7B
$2.56M 3.85%
11,940
-114
-0.9% -$29.3K
PG icon
7
Procter & Gamble
PG
$343B
$2.52M 3.77%
19,926
-173
-0.9% -$24.6K
PFE icon
8
Pfizer
PFE
$148B
$2.5M 3.75%
57,130
-531
-0.9% -$25.8K
AMZN icon
9
Amazon
AMZN
$2.95T
$2.49M 3.73%
22,026
-200
-0.9% -$25.3K
UNP icon
10
Union Pacific
UNP
$176B
$2.36M 3.54%
12,119
-107
-0.9% -$23.7K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.4T
$1.95M 2.92%
20,240
-200
-1% -$22.3K
MSFT icon
12
Microsoft
MSFT
$3.66T
$611K 0.92%
2,623
XLK icon
13
State Street Technology Select Sector SPDR ETF
XLK
$122B
$444K 0.67%
7,484
-1,130
-13% -$77.1K
INTC icon
14
Intel
INTC
$498B
$285K 0.43%
11,058
-354
-3% -$12.1K
AMGN icon
15
Amgen
AMGN
$222B
$261K 0.39%
1,160
PDBC icon
16
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.25B
-148,021
Closed -$2.67M
SPAB icon
17
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
-556,610
Closed -$14.7M
WBA
18
DELISTED
Walgreens Boots Alliance
WBA
-64,638
Closed -$2.45M
XLRE icon
19
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.62B
-140,034
Closed -$5.72M

Similar funds

Capitol Family Office's Q3 2022 Portfolio in Review

As of Q3 2022, Capitol Family Office held 19 positions worth $66.7M, down 31% from $97.1M the previous quarter. Its ten largest holdings account for 95% of the portfolio.

Capitol Family Office withdrew a net $26M in Q3 2022, closing 4 positions and reducing 12 holdings. Its most notable exit was State Street SPDR Portfolio Aggregate Bond ETF, an estimated $14.7M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 12% of assets, up from 9.5% a quarter earlier, followed by Technology and Financials.

Against the trend, Capitol Family Office added an estimated $285K to State Street US Sector Rotation ETF.

  • Capitol Family Office added most to State Street US Sector Rotation ETF in Q3 2022, an estimated $285K increase.
  • Capitol Family Office's biggest Q3 2022 reduction was State Street SPDR Portfolio Short Term Treasury ETF, cutting an estimated $402K.
  • Capitol Family Office fully exited State Street SPDR Portfolio Aggregate Bond ETF in Q3 2022, selling an estimated $14.7M.
  • Capitol Family Office's ten largest holdings make up 95% of its $66.7M portfolio in Q3 2022.
  • Capitol Family Office opened 0 new positions and closed 4 in Q3 2022.
  • Capitol Family Office's portfolio value fell 31% quarter-over-quarter to $66.7M.

Based on Capitol Family Office's 13F filing for Q3 2022, filed 14 Oct 2022.