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
101
– –
-7
102
– –
-36
103
– –
-1,477
104
– –
-40
105
– –
-4
106
– –
-1,114
107
– –
-36
108
– –
-5
109
– –
-150
110
– –
-3,047
111
– –
-14,659
112
– –
-8,665
113
– –
-8
114
– –
-47
115
– –
-17
116
– –
-9
117
– –
-120
118
– –
-2,020
119
– –
-14
120
– –
-3,609
121
– –
-2
122
– –
-3,825
123
– –
-21
124
– –
-17
125
– –
-10
3 4
5
6 7