SFO

Standard Family Office Portfolio holdings

AUM $92.3M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
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
76
– –
-1
77
– –
-5
78
– –
-3,047
79
– –
-14,659
80
– –
-8,665
81
– –
-8
82
– –
-47
83
– –
-17
84
– –
-9
85
– –
-120
86
– –
-26
87
– –
-9
88
– –
-1,474
89
– –
-7
90
– –
-51
91
– –
-22
92
– –
-11
93
– –
-149
94
– –
-163
95
– –
-4,180
96
– –
-24
97
– –
-2,674
98
– –
-565
99
– –
-7
100
– –
-707
2 3
4
5 6