SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
1-Year Est. Return
14.07%
1 Year Est. Return
+14.07%
AUM
$85.4M
AUM Growth
+$9.17M
(+12%)
Holding
29
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.33% |
| 2 | Financials | 0.74% |
| 3 | Healthcare | 0.39% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Communication Services | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$465B
| $39.7K | 0.05% |
260
|
|
||
27
Abbott
ABT
$224B
| $37K | 0.04% |
272
|
|
||
28
CVS Health
CVS
$105B
| $33.7K | 0.04% |
488
|
|
||
29
Comcast
CMCSA
$109B
| $30.1K | 0.04% |
844
|
|