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
$82.6M
AUM Growth
+$271K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$82.2K
2
+$73K
3
+$65.5K
4
ETN icon
Eaton
ETN
+$53.1K
5
PG icon
Procter & Gamble
PG
+$44.3K

Sector Composition

1 Technology 2.36%
2 Financials 1.18%
3 Healthcare 0.87%
4 Consumer Discretionary 0.72%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$61.8K 0.07%
108
27
$61.6K 0.07%
510
-680
28
$55.4K 0.07%
1,477
29
$54.8K 0.07%
378
-504
30
$53.5K 0.06%
473
31
$48.8K 0.06%
438
-588
32
$39.8K 0.05%
120
-160
33
$38.3K 0.05%
854
34
$33.2K 0.04%
198
-264
35
$28.5K 0.03%
99
-136
36
$27.5K 0.03%
213
-284
37
$25.5K 0.03%
189
-252
38
$22.1K 0.03%
174
-228
39
$14.9K 0.02%
150
-200
40
$14.6K 0.02%
42
-52
41
$14K 0.02%
144
-192
42
$13.3K 0.02%
222
-300
43
$12.6K 0.02%
198
-260
44
$12.5K 0.02%
135
-180
45
$12.4K 0.02%
204
-272
46
$5.96K 0.01%
297
-396
47
$3.5K ﹤0.01%
53
-71
48
$2.29K ﹤0.01%
27
-36
49
– –
-196
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