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
$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
426
– –
-12
427
– –
-34
428
– –
-25
429
– –
-15
430
– –
-11
431
– –
-12
432
– –
-39
433
– –
-1,013
434
– –
-37
435
– –
-19
436
– –
-10
437
– –
-6
438
– –
-10
439
– –
-1,267
440
– –
-3,489
441
– –
-38
442
– –
-11
443
– –
-4
444
– –
-21
445
– –
-10,640
446
– –
-9
447
– –
-13
448
– –
-25
449
– –
-15
450
– –
-8
16 17
18
19 20