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
451
$1K ﹤0.01%
+69
452
$1K ﹤0.01%
+5
453
$1K ﹤0.01%
12
454
$1K ﹤0.01%
47
455
$1K ﹤0.01%
67
456
$1K ﹤0.01%
+7
457
$1K ﹤0.01%
+18
458
$1K ﹤0.01%
69
459
$1K ﹤0.01%
23
460
$1K ﹤0.01%
56
461
$1K ﹤0.01%
35
462
$1K ﹤0.01%
77
463
$1K ﹤0.01%
+44
464
$1K ﹤0.01%
75
465
$1K ﹤0.01%
+11
466
$1K ﹤0.01%
5
467
$1K ﹤0.01%
31
468
$1K ﹤0.01%
19
469
$1K ﹤0.01%
37
470
$1K ﹤0.01%
+17
471
$1K ﹤0.01%
88
472
$1K ﹤0.01%
+52
473
$1K ﹤0.01%
+68
474
$1K ﹤0.01%
+45
475
$1K ﹤0.01%
45