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
451
– –
-3
452
– –
-29
453
– –
-12
454
– –
-6
455
– –
-9
456
– –
-19
457
– –
-679
458
– –
-35
459
– –
-8
460
– –
-16
461
– –
-17
462
– –
-3
463
– –
-11
464
– –
-147
465
– –
-14
466
– –
-24,064
467
– –
-1,652
468
– –
-10
469
– –
-17
470
– –
-33
471
– –
-548
472
– –
-11
473
– –
-4
474
– –
-21
475
– –
-1,383
17 18
19
20 21