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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 $70,672,611
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 126,074 $34,650,227 49.03%
2.
Ishares Trust
 IEF 64,013 $6,693,849 9.47%
3.
Sector Spdr Trust
 XLB 16,346 $3,375,162 4.78%
4.
Apple Inc.
 AAPL 12,154 $2,699,768 3.82%
5.
Nike Inc.
 NKE 40,861 $2,593,850 3.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)