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
301
$5K ﹤0.01%
+21
302
$5K ﹤0.01%
+25
303
$5K ﹤0.01%
155
304
$5K ﹤0.01%
300
305
$5K ﹤0.01%
32
306
$5K ﹤0.01%
24
307
$5K ﹤0.01%
15
308
$5K ﹤0.01%
+36
309
$5K ﹤0.01%
13
310
$5K ﹤0.01%
+124
311
$5K ﹤0.01%
18
312
$5K ﹤0.01%
+167
313
$5K ﹤0.01%
+36
314
$5K ﹤0.01%
+135
315
$5K ﹤0.01%
100
316
$5K ﹤0.01%
283
317
$5K ﹤0.01%
+13
318
$5K ﹤0.01%
50
319
$4K ﹤0.01%
+55
320
$4K ﹤0.01%
+24
321
$4K ﹤0.01%
65
322
$4K ﹤0.01%
10
323
$4K ﹤0.01%
39
324
$4K ﹤0.01%
+20
325
$4K ﹤0.01%
+57