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
51
$55K 0.02%
200
52
$48K 0.01%
475
-1,861
53
$44K 0.01%
200
-24
54
$42K 0.01%
200
-5,167
55
$42K 0.01%
150
-237
56
$39K 0.01%
450
-94
57
$38K 0.01%
675
-1,150
58
$35K 0.01%
500
-15,254
59
$33K 0.01%
200
-25,920
60
$33K 0.01%
150
-13,495
61
$30K 0.01%
950
-54
62
$23K 0.01%
1,100
63
$17K ﹤0.01%
215
-1,802
64
$17K ﹤0.01%
450
65
$14K ﹤0.01%
175
66
$1K ﹤0.01%
25
-14,889
67
– –
-17
68
– –
-10
69
– –
-3,261
70
– –
-1,199
71
– –
-50
72
– –
-96
73
– –
-12,308
74
– –
-18
75
– –
-12
1 2
3
4 5