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
$77.7M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$6.56K

Top Sells

1
+$9.91K

Sector Composition

1 Technology 2.3%
2 Financials 1.05%
3 Healthcare 1.02%
4 Consumer Discretionary 0.77%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.6M 80.52%
125,136
2
$7.95M 10.23%
181,722
3
$736K 0.95%
3,493
4
$690K 0.89%
3,049
5
$638K 0.82%
5,778
6
$483K 0.62%
1,081
7
$432K 0.56%
3,500
8
$291K 0.37%
1,505
9
$289K 0.37%
567
10
$284K 0.37%
1,550
11
$281K 0.36%
1,071
12
$243K 0.31%
668
13
$204K 0.26%
1,011
14
$178K 0.23%
518
15
$171K 0.22%
756
16
$141K 0.18%
255
17
$138K 0.18%
882
18
$131K 0.17%
1,190
19
$118K 0.15%
833
20
$115K 0.15%
1,288
21
$115K 0.15%
483
22
$114K 0.15%
210
23
$104K 0.13%
256
24
$103K 0.13%
1,232
25
$102K 0.13%
1,026
1
2