SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
1-Year Return
14.07%
This Quarter Return
+10.53%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
–
10 Year Return
–
AUM
$85.4M
AUM Growth
+$9.17M
(+12%)
Cap. Flow
+$1.28M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
98.24%
Holding
29
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.33% |
| 2 | Financials | 0.74% |
| 3 | Healthcare | 0.39% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Communication Services | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$426B
| $39.7K | 0.05% |
260
| – | – |
|
27
Abbott
ABT
$230B
| $37K | 0.04% |
272
| – | – |
|
28
CVS Health
CVS
$91B
| $33.7K | 0.04% |
488
| – | – |
|
29
Comcast
CMCSA
$124B
| $30.1K | 0.04% |
844
| – | – |
|