SFO

Standard Family Office Portfolio holdings

AUM $92.3M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$111K

Top Sells

1
+$14.5M
2
+$4.95M
3
+$4.28M
4
TGT icon
Target
TGT
+$3.14M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.05M

Sector Composition

1 Technology 0.33%
2 Healthcare 0.33%
3 Financials 0.32%
4 Industrials 0.23%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,783
227
– –
-10
228
– –
-13
229
– –
-548
230
– –
-19
231
– –
-32
232
– –
-881
233
– –
-20
234
– –
-19
235
– –
-7
236
– –
-8
237
– –
-11
238
– –
-5
239
– –
-285
240
– –
-441
241
– –
-1,668
242
– –
-15,420
243
– –
-1,266
244
– –
-2,457
245
– –
-16
246
– –
-2,712
247
– –
-2,838
248
– –
-836
249
– –
-42
250
– –
-4,859
8 9
10
11 12