SFO
Standard Family Office Portfolio holdings
AUM
$96.8M
1-Year Est. Return
17.11%
This Fund
S&P 500
1 Year Est. Return
+17.11%
AUM
$96.8M
AUM Growth
+$2.64M
(+2.8%)
Holding
31
Top Buys
| 1 | +$4.96M | |
| 2 | +$1.01M | |
| 3 | +$1.01M | |
| 4 |
VSNT
Versant Media Group
VSNT
|
+$1.11K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.19% |
| 2 | Financials | 0.63% |
| 3 | Healthcare | 0.37% |
| 4 | Communication Services | 0.29% |
| 5 | Consumer Discretionary | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Goldman Sachs
GS
$309B
| $50.8K | 0.05% |
60
|
|
||
27
Capital One
COF
$112B
| $48.9K | 0.05% |
268
|
|
||
28
CVS Health
CVS
$118B
| $35K | 0.04% |
488
|
|
||
29
Abbott
ABT
$152B
| $27.9K | 0.03% |
272
|
|
||
30
Comcast
CMCSA
$84.5B
| $24.2K | 0.03% |
844
|
|
||
|
VSNT
31
Versant Media Group
VSNT
$5.75B
| $1.22K | ﹤0.01% |
+33
|
|