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
$70.7M
AUM Growth
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$3.09M
3
+$1.17M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.16M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.12M

Top Sells

1
+$6.64M
2
+$2.76M
3
+$2.41M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M

Sector Composition

1 Technology 8.35%
2 Consumer Discretionary 5.38%
3 Financials 4.48%
4 Healthcare 3.26%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.7M 49.03%
126,074
-8,775
2
$6.69M 9.47%
+64,013
3
$3.38M 4.78%
16,346
+14,948
4
$2.7M 3.82%
12,154
-1,058
5
$2.59M 3.67%
40,861
-3,271
6
$2.56M 3.62%
4,799
-2,374
7
$2.55M 3.61%
6,796
-2,131
8
$2.03M 2.88%
10,187
-33,272
9
$1.92M 2.72%
2,328
-736
10
$1.37M 1.93%
10,430
+8,845
11
$1.17M 1.66%
+23,548
12
$1.12M 1.59%
+11,646
13
$1.07M 1.51%
+5,394
14
$1.03M 1.46%
5,939
-15,912
15
$869K 1.23%
+7,997
16
$603K 0.85%
2,129
-1,020
17
$517K 0.73%
+2,108
18
$458K 0.65%
+2,405
19
$397K 0.56%
+689
20
$361K 0.51%
1,160
21
$331K 0.47%
2,116
22
$327K 0.46%
3,249
-271
23
$296K 0.42%
771
-1,131
24
$293K 0.41%
3,212
25
$292K 0.41%
1,999
-15,097
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