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
$74.7M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$635K
3
+$599K
4
MSFT icon
Microsoft
MSFT
+$455K
5
NVDA icon
NVIDIA
NVDA
+$316K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.02%
2 Financials 1.12%
3 Healthcare 1.1%
4 Consumer Discretionary 0.79%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$103K 0.14%
+567
27
$87.5K 0.12%
+280
28
$78.2K 0.1%
+441
29
$75K 0.1%
+462
30
$72K 0.1%
+455
31
$69.8K 0.09%
+469
32
$68.1K 0.09%
+854
33
$64K 0.09%
+1,477
34
$63.6K 0.09%
+235
35
$59.8K 0.08%
+402
36
$53.8K 0.07%
+473
37
$52.7K 0.07%
+594
38
$45.1K 0.06%
+108
39
$44.5K 0.06%
+350
40
$37.4K 0.05%
+476
41
$36.5K 0.05%
+522
42
$32.5K 0.04%
+336
43
$32K 0.04%
+458
44
$30.6K 0.04%
+693
45
$27.7K 0.04%
+94
46
$23.1K 0.03%
+315
47
$8.22K 0.01%
+196
48
$5.25K 0.01%
+63
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