SFO
Standard Family Office Portfolio holdings
AUM $76.2M
AUM
$76.2M
AUM Growth
-$6.39M (-8%)
Cap. Flow
-$2.66M
Cap. Flow % of AUM
-3.49%
Top 10 Holdings %Top 10 Hldgs %
98.07%
Holding
48
New
–
Increased
–
Reduced
26
Closed
19
Top Buys
No buys this quarter
Top Sells
1 | $333K | |
2 | $291K | |
3 | $269K | |
4 | $175K | |
5 | $163K |
Sector Composition
1 | Technology | 1.26% |
2 | Financials | 0.78% |
3 | Healthcare | 0.55% |
4 | Consumer Discretionary | 0.36% |
5 | Communication Services | 0.22% |