SFO
Standard Family Office Portfolio holdings
AUM
$94.1M
1-Year Est. Return
17.36%
This Fund
S&P 500
1 Year Est. Return
+17.36%
AUM
$94.1M
AUM Growth
+$1.85M
(+2%)
Holding
29
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.39% |
| 2 | Financials | 0.72% |
| 3 | Healthcare | 0.42% |
| 4 | Communication Services | 0.32% |
| 5 | Consumer Discretionary | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Goldman Sachs
GS
$251B
| $52.7K | 0.06% |
60
|
|
||
27
CVS Health
CVS
$101B
| $38.7K | 0.04% |
488
|
|
||
28
Abbott
ABT
$193B
| $34.1K | 0.04% |
272
|
|
||
29
Comcast
CMCSA
$114B
| $25.2K | 0.03% |
844
|
|