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
$418M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.91%
2 Healthcare 3.85%
3 Financials 3.36%
4 Communication Services 2.91%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$2K ﹤0.01%
+16
527
$2K ﹤0.01%
+49
528
$2K ﹤0.01%
+11
529
$2K ﹤0.01%
+19
530
$1K ﹤0.01%
+18
531
$1K ﹤0.01%
+16
532
$1K ﹤0.01%
+14
533
$1K ﹤0.01%
+11
534
$1K ﹤0.01%
+9
535
$1K ﹤0.01%
+15
536
$1K ﹤0.01%
+11
537
$1K ﹤0.01%
+20
538
$1K ﹤0.01%
+11
539
$1K ﹤0.01%
+19
540
$1K ﹤0.01%
+9
541
$1K ﹤0.01%
+3
542
$1K ﹤0.01%
+16
543
$1K ﹤0.01%
+9
544
$1K ﹤0.01%
+8
545
$1K ﹤0.01%
+5
546
$1K ﹤0.01%
+2
547
$1K ﹤0.01%
+13
548
$1K ﹤0.01%
+25
549
$1K ﹤0.01%
+21
550
$1K ﹤0.01%
+40