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Home > Institutional Investor > Capitol Family Office, Inc. > Profile

Instuitional Investor - Capitol Family Office, Inc.

Fund Profile
Filing Period:
Fund Name: Capitol Family Office, Inc.
Portfolio Value $59,386,600
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 76,070 $18,045,212 30.38%
2.
Ishares Trust
 IEF 36,590 $7,343,926 12.36%
3.
Nike Inc.
 NKE 59,727 $6,484,576 10.91%
4.
Invesco Exchange Traded Fd T
 26,231 $4,139,252 6.97%
5.
Microsoft Corp
 MSFT 9,566 $3,597,084 6.05%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)