SFO
Standard Family Office Portfolio holdings
AUM
$92.3M
1-Year Est. Return
16.45%
1 Year Est. Return
+16.45%
AUM
$92.3M
AUM Growth
+$6.93M
(+8.1%)
Holding
29
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Financials | 0.71% |
| 3 | Healthcare | 0.41% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Communication Services | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Goldman Sachs
GS
$251B
| $47.8K | 0.05% |
60
|
|
||
27
CVS Health
CVS
$95.2B
| $36.8K | 0.04% |
488
|
|
||
28
Abbott
ABT
$218B
| $36.4K | 0.04% |
272
|
|
||
29
Comcast
CMCSA
$100B
| $26.5K | 0.03% |
844
|
|