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
$74.7M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$635K
3
+$599K
4
MSFT icon
Microsoft
MSFT
+$455K
5
NVDA icon
NVIDIA
NVDA
+$316K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.02%
2 Financials 1.12%
3 Healthcare 1.1%
4 Consumer Discretionary 0.79%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.2M 80.57%
125,136
2
$7.59M 10.17%
181,722
3
$660K 0.88%
+5,778
4
$635K 0.85%
+3,049
5
$599K 0.8%
+3,493
6
$455K 0.61%
+1,081
7
$316K 0.42%
+3,500
8
$299K 0.4%
+1,071
9
$280K 0.38%
+567
10
$271K 0.36%
+1,505
11
$236K 0.32%
+1,550
12
$225K 0.3%
+668
13
$203K 0.27%
+1,011
14
$199K 0.27%
+518
15
$186K 0.25%
+756
16
$148K 0.2%
+255
17
$139K 0.19%
+882
18
$126K 0.17%
+1,026
19
$121K 0.16%
+1,190
20
$112K 0.15%
+483
21
$111K 0.15%
+1,288
22
$110K 0.15%
+210
23
$108K 0.14%
+256
24
$107K 0.14%
+1,232
25
$105K 0.14%
+833
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