SFO

Standard Family Office Portfolio holdings

AUM $92.3M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.7M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$6.56K

Top Sells

1
+$9.91K

Sector Composition

1 Technology 2.3%
2 Financials 1.05%
3 Healthcare 1.02%
4 Consumer Discretionary 0.77%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$97.3K 0.13%
567
27
$87.8K 0.11%
280
28
$76.2K 0.1%
462
29
$66.5K 0.09%
455
30
$65.3K 0.08%
441
31
$64.9K 0.08%
469
32
$61.7K 0.08%
235
33
$57.8K 0.07%
1,477
34
$50.8K 0.07%
497
-97
35
$50.7K 0.07%
402
36
$50.4K 0.06%
854
37
$49.1K 0.06%
473
38
$48.9K 0.06%
108
39
$40K 0.05%
350
40
$35.8K 0.05%
336
41
$34.2K 0.04%
522
42
$31.6K 0.04%
476
43
$29K 0.04%
458
44
$26K 0.03%
94
45
$21.6K 0.03%
315
46
$21.5K 0.03%
693
47
$8.08K 0.01%
196
48
$6.56K 0.01%
+124
49
$5.61K 0.01%
63
1
2