SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
This Quarter Return
+10.53%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
–
10 Year Return
–
AUM
$85.4M
AUM Growth
+$85.4M
(+12%)
Cap. Flow
+$1.28M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
98.24%
Holding
29
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.33% |
| 2 | Financials | 0.74% |
| 3 | Healthcare | 0.39% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Communication Services | 0.22% |
