SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
+$9.07M
2
+$111K

Top Sells

1
+$14.5M
2
+$4.95M
3
+$4.28M
4
TGT icon
Target
TGT
+$3.14M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.05M

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
– –
-1,160
477
– –
-18
478
– –
-24
479
– –
-15
480
– –
-386
481
– –
-22
482
– –
-11
483
– –
-46
484
– –
-2
485
– –
-664
486
– –
-99
487
– –
-21
488
– –
-23
489
– –
-60
490
– –
-410
491
– –
-2,724
492
– –
-28
493
– –
-42
494
– –
-5
495
– –
-1,033
496
– –
-814
497
– –
-13
498
– –
-878
499
– –
-53
500
– –
-10
18 19
20
21 22