SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
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
+$9.33M
2
+$105K

Top Sells

1
+$14.5M
2
+$5.11M
3
+$4.47M
4
TGT icon
Target
TGT
+$3.43M
5
V icon
Visa
V
+$3.16M

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
– –
-18
427
– –
-111
428
– –
-17
429
– –
-30
430
– –
-3,468
431
– –
-2,376
432
– –
-2,066
433
– –
-62
434
– –
-2,085
435
– –
-8
436
– –
-17
437
– –
-180
438
– –
-50
439
– –
-15
440
– –
-4,040
441
– –
-18
442
– –
-576
443
– –
-3,435
444
– –
-49
445
– –
-7
446
– –
-2,525
447
– –
-12
448
– –
-6
449
– –
-17
450
– –
-10
16 17
18
19 20