We are live on ! Find out more
SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
-$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$105K

Top Sells

1
+$14.5M
2
+$5.11M
3
+$4.47M
4
TGT icon
Target
TGT
+$3.43M
5
V icon
Visa
V
+$3.16M

Sector Composition

1 Technology 0.33%
2 Healthcare 0.33%
3 Financials 0.32%
4 Industrials 0.23%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-12
477
– –
-840
478
– –
-19
479
– –
-2,158
480
– –
-60
481
– –
-9
482
– –
-29
483
– –
-27
484
– –
-21
485
– –
-1,032
486
– –
-2,043
487
– –
-15
488
– –
-18
489
– –
-16,430
490
– –
-22
491
– –
-4,040
492
– –
-18
493
– –
-576
494
– –
-3,435
495
– –
-9
496
– –
-6,330
497
– –
-1,256
498
– –
-38
499
– –
-50
500
– –
-1,466
18 19
20
21 22