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
$76.2M
AUM Growth
-$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$333K
2
+$291K
3
+$269K
4
MSFT icon
Microsoft
MSFT
+$175K
5
NVDA icon
NVIDIA
NVDA
+$163K

Sector Composition

1 Technology 1.26%
2 Financials 0.78%
3 Healthcare 0.55%
4 Consumer Discretionary 0.36%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.1K 0.05%
272
-201
27
$33.1K 0.04%
488
-366
28
$32.8K 0.04%
60
-48
29
$31.1K 0.04%
844
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30
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-297
31
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-222
32
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-99
33
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34
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38
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