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
251
– –
-41
252
– –
-9,112
253
– –
-1,013
254
– –
-37
255
– –
-19
256
– –
-10
257
– –
-4
258
– –
-2,130
259
– –
-17
260
– –
-7,597
261
– –
-1,208
262
– –
-39
263
– –
-1,509
264
– –
-3,832
265
– –
-142
266
– –
-34
267
– –
-44
268
– –
-11
269
– –
-11
270
– –
-141
271
– –
-13
272
– –
-2,031
273
– –
-66
274
– –
-427
275
– –
-11
9 10
11
12 13