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
$227M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$126K
2 +$10K

Sector Composition

1 Technology 2.28%
2 Healthcare 1.52%
3 Industrials 1.34%
4 Financials 1.32%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K ﹤0.01%
49
277
$7K ﹤0.01%
+24
278
$7K ﹤0.01%
+34
279
$7K ﹤0.01%
+1,241
280
$7K ﹤0.01%
+500
281
$7K ﹤0.01%
+27
282
$7K ﹤0.01%
+132
283
$7K ﹤0.01%
+24
284
$7K ﹤0.01%
+24
285
$6K ﹤0.01%
20
286
$6K ﹤0.01%
+200
287
$6K ﹤0.01%
57
288
$6K ﹤0.01%
19
289
$6K ﹤0.01%
+41
290
$6K ﹤0.01%
+33
291
$6K ﹤0.01%
+64
292
$6K ﹤0.01%
35
293
$6K ﹤0.01%
29
294
$6K ﹤0.01%
+160
295
$5K ﹤0.01%
22
296
$5K ﹤0.01%
70
297
$5K ﹤0.01%
+189
298
$5K ﹤0.01%
+68
299
$5K ﹤0.01%
+42
300
$5K ﹤0.01%
+10