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
326
$4K ﹤0.01%
+104
327
$4K ﹤0.01%
+65
328
$4K ﹤0.01%
96
329
$4K ﹤0.01%
+58
330
$4K ﹤0.01%
+37
331
$4K ﹤0.01%
6
332
$4K ﹤0.01%
+28
333
$4K ﹤0.01%
75
334
$4K ﹤0.01%
37
335
$4K ﹤0.01%
+26
336
$4K ﹤0.01%
+21
337
$4K ﹤0.01%
24
338
$4K ﹤0.01%
23
339
$3K ﹤0.01%
+559
340
$3K ﹤0.01%
+16
341
$3K ﹤0.01%
+69
342
$3K ﹤0.01%
22
343
$3K ﹤0.01%
+7
344
$3K ﹤0.01%
+49
345
$3K ﹤0.01%
+29
346
$3K ﹤0.01%
+24
347
$3K ﹤0.01%
14
348
$3K ﹤0.01%
+16
349
$3K ﹤0.01%
+15
350
$3K ﹤0.01%
11