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
376
– –
-26
377
– –
-11
378
– –
-2,019
379
– –
-35
380
– –
-520
381
– –
-7
382
– –
-27,000
383
– –
-553
384
– –
-14
385
– –
-6,534
386
– –
-1,783
387
– –
-35
388
– –
-11
389
– –
-23
390
– –
-29
391
– –
-1,119
392
– –
-10
393
– –
-2,012
394
– –
-13
395
– –
-17
396
– –
-33
397
– –
-548
398
– –
-19
399
– –
-32
400
– –
-881
14 15
16
17 18