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
$345M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$111K

Top Sells

1
+$14.5M
2
+$4.95M
3
+$4.28M
4
TGT icon
Target
TGT
+$3.14M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.05M

Sector Composition

1 Technology 0.33%
2 Healthcare 0.33%
3 Financials 0.32%
4 Industrials 0.23%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$88K 0.03%
598
-5,059
27
$86K 0.02%
375
-13,676
28
$84K 0.02%
1,300
-3,243
29
$83K 0.02%
3,200
-18,620
30
$83K 0.02%
4,000
-42,120
31
$83K 0.02%
850
-10,646
32
$83K 0.02%
600
-1,023
33
$82K 0.02%
300
-2,666
34
$80K 0.02%
1,400
-8,766
35
$80K 0.02%
600
-13,860
36
$77K 0.02%
455
-4,825
37
$76K 0.02%
1,025
-1,750
38
$73K 0.02%
525
-1,970
39
$73K 0.02%
400
-7,865
40
$70K 0.02%
800
-3,383
41
$70K 0.02%
300
-2,387
42
$69K 0.02%
1,240
-1,572
43
$65K 0.02%
1,500
-17,589
44
$65K 0.02%
1,400
-5,781
45
$64K 0.02%
500
-469
46
$63K 0.02%
800
-859
47
$62K 0.02%
1,130
-16,233
48
$61K 0.02%
1,900
-6,225
49
$59K 0.02%
300
-4,774
50
$59K 0.02%
412
-1,321
1
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