SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
276
– –
-10,640
277
– –
-17
278
– –
-9
279
– –
-120
280
– –
-26
281
– –
-9
282
– –
-1,474
283
– –
-7
284
– –
-51
285
– –
-22
286
– –
-11
287
– –
-149
288
– –
-33,842
289
– –
-24
290
– –
-4,859
291
– –
-1,994
292
– –
-163
293
– –
-4,180
294
– –
-24
295
– –
-2,674
296
– –
-9
297
– –
-565
298
– –
-7
299
– –
-707
300
– –
-40
10 11
12
13 14