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
$82.6M
AUM Growth
+$271K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$82.2K
2
+$73K
3
+$65.5K
4
ETN icon
Eaton
ETN
+$53.1K
5
PG icon
Procter & Gamble
PG
+$44.3K

Sector Composition

1 Technology 2.36%
2 Financials 1.18%
3 Healthcare 0.87%
4 Consumer Discretionary 0.72%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.4M 81.65%
125,136
2
$8M 9.69%
181,722
3
$875K 1.06%
3,493
4
$732K 0.89%
5,778
5
$709K 0.86%
3,049
6
$470K 0.57%
3,500
7
$456K 0.55%
1,081
8
$338K 0.41%
1,071
9
$330K 0.4%
1,505
10
$295K 0.36%
1,550
11
$287K 0.35%
567
12
$268K 0.32%
668
13
$242K 0.29%
1,011
14
$201K 0.24%
518
15
$172K 0.21%
756
16
$139K 0.17%
833
17
$133K 0.16%
1,288
18
$133K 0.16%
255
19
$123K 0.15%
210
20
$116K 0.14%
256
21
$113K 0.14%
483
22
$110K 0.13%
1,232
23
$101K 0.12%
567
24
$83.6K 0.1%
469
25
$65.8K 0.08%
455
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