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
151
– –
-26
152
– –
-1,262
153
– –
-4
154
– –
-4,774
155
– –
-16
156
– –
-14
157
– –
-11
158
– –
-3,920
159
– –
-352
160
– –
-146
161
– –
-49
162
– –
-7
163
– –
-2,525
164
– –
-12
165
– –
-6
166
– –
-2,044
167
– –
-5,766
168
– –
-1,072
169
– –
-7
170
– –
-19
171
– –
-796
172
– –
-1,112
173
– –
-28
174
– –
-12
175
– –
-24
5 6
7
8 9