CFO

Custos Family Office Portfolio holdings

AUM $177M
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$505K
2 +$469K
3 +$322K
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$269K
5
JNJ icon
Johnson & Johnson
JNJ
+$261K

Sector Composition

1 Technology 1.98%
2 Healthcare 0.29%
3 Consumer Discretionary 0.25%
4 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,474
27
-1,637
28
-928
29
-1,231