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CFO

Custos Family Office Portfolio holdings

AUM $147M
1-Year Est. Return 17.83%
This Fund
S&P 500
This Quarter Est. Return
-14.11%
1 Year Est. Return
+17.83%
3 Year Est. Return
+56.17%
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$11.4M
Cap. Flow
+$7.94M
Cap. Flow %
7.11%
Top 10 Hldgs %
91.62%
Holding
30
New
4
Increased
11
Reduced
4
Closed
9

Sector Composition

Rank Sector Weight
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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$878B
$33.4M 29.92%
88,145
+3,421
+4% +$1.41M
IEMG icon
2
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$18.9M 16.92%
385,267
+31,282
+9% +$1.62M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$789B
$7.61M 6.81%
20,172
+4,757
+31% +$1.95M
DGRO icon
4
iShares Core Dividend Growth ETF
DGRO
$42.7B
$7.25M 6.49%
152,233
+8,574
+6% +$432K
VLUE icon
5
iShares MSCI USA Value Factor ETF
VLUE
$9.24B
$6.57M 5.88%
72,572
+5,853
+9% +$579K
USMV icon
6
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$6.38M 5.72%
90,931
+5,297
+6% +$388K
QUAL icon
7
iShares MSCI USA Quality Factor ETF
QUAL
$46.4B
$6.18M 5.54%
55,335
+3,438
+7% +$419K
VO icon
8
Vanguard Morningstar Mid-Cap ETF
VO
$107B
$5.43M 4.86%
110,240
+6,972
+7% +$377K
EMB icon
9
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$5.33M 4.77%
62,428
+6,393
+11% +$578K
PGF icon
10
Invesco Financial Preferred ETF
PGF
$677M
$5.25M 4.7%
338,137
+25,018
+8% +$393K
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$3.45M 3.09%
82,858
+2,854
+4% +$123K
AAPL icon
12
Apple
AAPL
$4.43T
$2.21M 1.98%
16,171
-247
-2% -$37.4K
VOO icon
13
Vanguard S&P 500 ETF
VOO
$978B
$1.52M 1.36%
4,381
-1,353
-24% -$510K
SCHB icon
14
Schwab US Broad Market ETF
SCHB
$43.2B
$349K 0.31%
+23,664
New +$380K
UNH icon
15
UnitedHealth
UNH
$381B
$321K 0.29%
625
-74
-11% -$37.2K
SPY icon
16
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$789B
$301K 0.27%
+4,500
New +$1.84M
DHI icon
17
D.R. Horton
DHI
$40.1B
$283K 0.25%
4,271
-123
-3% -$8.64K
LPRO
18
Open Lending Corp
LPRO
$265K 0.24%
25,876
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$230B
$252K 0.23%
+6,165
New +$274K
IJH icon
20
iShares Core S&P Mid-Cap ETF
IJH
$122B
$209K 0.19%
+4,630
New +$229K
GDX icon
21
VanEck Gold Miners ETF
GDX
$22.7B
$201K 0.18%
7,328
BBAX icon
22
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.7B
-4,511
Closed -$251K
BBCA icon
23
JPMorgan BetaBuilders Canada ETF
BBCA
$10.9B
-3,834
Closed -$269K
BBEU icon
24
JPMorgan BetaBuilders Europe ETF
BBEU
$9.36B
-5,873
Closed -$322K
CSCO icon
25
Cisco
CSCO
$457B
-4,307
Closed -$240K

Similar funds

Custos Family Office's Q2 2022 Portfolio in Review

As of Q2 2022, Custos Family Office held 30 positions worth $112M, down 9.3% from $123M the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Custos Family Office deployed $7.94M of net new capital in Q2 2022, opening 4 new positions and adding to 11 existing holdings. Its largest new stake was Schwab US Broad Market ETF: 23,664 shares worth $349K.

By sector, the portfolio is most concentrated in Technology at 2% of assets, down from 2.9% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $510K trimmed.

  • Custos Family Office's largest Q2 2022 buy was Schwab US Broad Market ETF: 23,664 shares worth $349K.
  • Custos Family Office added most to State Street SPDR S&P 500 ETF Trust in Q2 2022, an estimated $1.95M increase.
  • Custos Family Office's biggest Q2 2022 reduction was Vanguard S&P 500 ETF, cutting an estimated $510K.
  • Custos Family Office fully exited Microsoft in Q2 2022, selling an estimated $505K.
  • Custos Family Office's ten largest holdings make up 92% of its $112M portfolio in Q2 2022.
  • Custos Family Office opened 4 new positions and closed 9 in Q2 2022.
  • Custos Family Office's portfolio value fell 9.3% quarter-over-quarter to $112M.

Based on Custos Family Office's 13F filing for Q2 2022, filed 15 Aug 2022.