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
$56.3M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$134K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.1M 87.34%
125,136
2
$7.13M 12.66%
181,722
3
-3,140