SFO

Standard Family Office Portfolio holdings

AUM $76.2M
AUM
$76.2M
AUM Growth
-$6.39M
Cap. Flow
-$2.66M
Cap. Flow %
-3.49%
Top 10 Hldgs %
98.07%
Holding
48
New
Increased
Reduced
26
Closed
19

Top Buys

No buys this quarter

Sector Composition

1Technology1.26%
2Financials0.78%
3Healthcare0.55%
4Consumer Discretionary0.36%
5Communication Services0.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$64.3M84.41%125,136
$8.22M10.8%181,722
$443K0.58%1,996
-1,497
-43%
-$333K
$388K0.51%3,300
-2,478
-43%
-$291K
$360K0.47%1,744
-1,305
-43%
-$269K
$231K0.3%616
-465
-43%
-$175K
$217K0.28%2,000
-1,500
-43%
-$163K
$214K0.28%612
-459
-43%
-$161K
$170K0.22%324
-243
-43%
-$127K
$164K0.21%860
-645
-43%
-$123K
$141K0.19%576
-435
-43%
-$107K
$138K0.18%884
-666
-43%
-$104K
$137K0.18%380
-288
-43%
-$104K
$117K0.15%210
$108K0.14%296
-222
-43%
-$81.4K
$102K0.13%432
-324
-43%
-$76.5K
$81.8K0.11%736
-552
-43%
-$61.4K
$78.8K0.1%148
-108
-42%
-$57.5K
$71.7K0.09%144
-111
-44%
-$55.2K
$70K0.09%276
-207
-43%
-$52.5K
$67.9K0.09%324
-243
-43%
-$50.9K
$66.6K0.09%476
-357
-43%
-$49.9K
$63.7K0.08%704
-528
-43%
-$47.8K
$48.1K0.06%268
-201
-43%
-$36K
$43.1K0.06%260
-195
-43%
-$32.3K