CFO
Custos Family Office Portfolio holdings
AUM
$314M
This Quarter Return
+5.03%
1 Year Return
+13.5%
3 Year Return
+43.59%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+8.8%)
Cap. Flow
+$5.95M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
83.3%
Holding
50
New
10
Increased
17
Reduced
10
Closed
7
Top Buys
Top Sells
| 1 |
Exxon Mobil
XOM
|
$869K |
| 2 |
RTX Corp
RTX
|
$626K |
| 3 |
General Motors
GM
|
$482K |
| 4 |
Carrier Global
CARR
|
$229K |
| 5 |
Chevron
CVX
|
$225K |
Sector Composition
| 1 | Technology | 2.36% |
| 2 | Consumer Discretionary | 1.03% |
| 3 | Consumer Staples | 0.77% |
| 4 | Communication Services | 0.5% |
| 5 | Energy | 0.24% |
