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
$227M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$126K
2 +$10K

Sector Composition

1 Technology 2.28%
2 Healthcare 1.52%
3 Industrials 1.34%
4 Financials 1.32%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$1K ﹤0.01%
+24
477
$1K ﹤0.01%
+21
478
$1K ﹤0.01%
132
479
$1K ﹤0.01%
21
480
$1K ﹤0.01%
21
481
$1K ﹤0.01%
42
482
$1K ﹤0.01%
+113
483
$1K ﹤0.01%
26
484
$1K ﹤0.01%
23
485
$1K ﹤0.01%
+13
486
$1K ﹤0.01%
6
487
$0 ﹤0.01%
+16
488
$0 ﹤0.01%
1
489
$0 ﹤0.01%
4
490
$0 ﹤0.01%
+22
491
$0 ﹤0.01%
20
492
$0 ﹤0.01%
16
493
$0 ﹤0.01%
+12
494
-223
495
-8,000