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
$54.7M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$70K

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.21%
2 Industrials 0.17%
3 Technology 0.03%
4 Healthcare 0.02%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47.1M 86.02%
125,136
2
$7.34M 13.42%
181,722
3
$117K 0.21%
3,140
4
$90.7K 0.17%
5,570
5
$70K 0.13%
+5,000
6
$17.4K 0.03%
225
7
$10.6K 0.02%
5,300
8
$972 ﹤0.01%
25