SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
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
501
– –
-679
502
– –
-35
503
– –
-3,832
504
– –
-34
505
– –
-44
506
– –
-11
507
– –
-11
508
– –
-141
509
– –
-13
510
– –
-2
511
– –
-1,504
512
– –
-5
513
– –
-3,919
514
– –
-45
515
– –
-10
516
– –
-5,340
517
– –
-45
518
– –
-27
519
– –
-3,865
520
– –
-49
521
– –
-5,603
522
– –
-5,114
523
– –
-4,275
524
– –
-4,258
525
– –
-4,639
19 20
21
22 23