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
$58.5M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$90.7K
2 +$70K
3 +$17.4K
4
SONX
Sonendo, Inc.
SONX
+$10.6K
5
VZ icon
Verizon
VZ
+$972

Sector Composition

1 Financials 0.23%
2 Communication Services 0%
3 Healthcare 0%
4 Industrials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$51M 87.13%
125,136
2
$7.39M 12.64%
181,722
3
$134K 0.23%
3,140
4
-5,300
5
-225
6
-5,570
7
-25
8
-5,000