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
$74.8M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$679

Top Sells

1
+$582K
2
+$437K
3
+$336K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$258K
5
LLY icon
Eli Lilly
LLY
+$219K

Sector Composition

1 Technology 12.77%
2 Consumer Discretionary 7.68%
3 Healthcare 4.42%
4 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 49.29%
137,762
-2,176
2
$9.09M 12.16%
44,806
-2,154
3
$4.63M 6.2%
61,469
-2,742
4
$4.16M 5.56%
9,300
-339
5
$3.8M 5.08%
23,122
-2,043
6
$3.2M 4.28%
7,860
-634
7
$2.94M 3.93%
3,247
-242
8
$2.92M 3.9%
20,004
-236
9
$2.79M 3.73%
13,233
-564
10
$1.74M 2.32%
3,124
-189
11
$1.11M 1.48%
3,716
-252
12
$549K 0.73%
17,733
-3,725
13
$362K 0.48%
1,160
14
$318K 0.43%
2,309
15
$316K 0.42%
1,398
+3