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
$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%
+27
277
$7K ﹤0.01%
49
278
$7K ﹤0.01%
+24
279
$7K ﹤0.01%
+34
280
$7K ﹤0.01%
+1,241
281
$7K ﹤0.01%
+500
282
$7K ﹤0.01%
+132
283
$7K ﹤0.01%
+24
284
$7K ﹤0.01%
+24
285
$6K ﹤0.01%
29
286
$6K ﹤0.01%
+160
287
$6K ﹤0.01%
20
288
$6K ﹤0.01%
+200
289
$6K ﹤0.01%
57
290
$6K ﹤0.01%
19
291
$6K ﹤0.01%
+41
292
$6K ﹤0.01%
+33
293
$6K ﹤0.01%
+64
294
$6K ﹤0.01%
35
295
$5K ﹤0.01%
+25
296
$5K ﹤0.01%
155
297
$5K ﹤0.01%
300
298
$5K ﹤0.01%
32
299
$5K ﹤0.01%
100
300
$5K ﹤0.01%
283