SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
This Quarter Return
+4.25%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
–
10 Year Return
–
AUM
$77.7M
AUM Growth
+$77.7M
(+4.1%)
Cap. Flow
+$396K
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
95.69%
Holding
49
New
1
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$389K |
| 2 |
Solventum
SOLV
|
$6.56K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.3% |
| 2 | Financials | 1.05% |
| 3 | Healthcare | 1.02% |
| 4 | Consumer Discretionary | 0.77% |
| 5 | Communication Services | 0.58% |
