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
$82.3M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Healthcare 1.09%
3 Financials 1.09%
4 Consumer Discretionary 0.77%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$98.7K 0.12%
1,026
27
$92.8K 0.11%
280
28
$80K 0.1%
462
29
$73.7K 0.09%
455
30
$70.2K 0.09%
469
31
$68.7K 0.08%
441
32
$67.9K 0.08%
497
33
$66.7K 0.08%
235
34
$61.7K 0.08%
1,477
35
$56.4K 0.07%
402
36
$53.9K 0.07%
473
37
$53.7K 0.07%
854
38
$53.5K 0.07%
108
39
$38.6K 0.05%
336
40
$38.5K 0.05%
522
41
$36.8K 0.04%
350
42
$35.8K 0.04%
476
43
$33.8K 0.04%
458
44
$30.4K 0.04%
94
45
$26.4K 0.03%
315
46
$16.3K 0.02%
693
47
$8.8K 0.01%
196
48
$8.64K 0.01%
124
49
$6.3K 0.01%
63
1
2