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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
551
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552
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-3
553
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556
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-24,064
557
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558
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559
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-382
560
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561
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562
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563
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564
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-3
565
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-11
566
– –
-2,019
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