SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
This Quarter Return
+1.27%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
–
10 Year Return
–
AUM
$82.6M
AUM Growth
+$82.6M
(+0.33%)
Cap. Flow
-$606K
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
96.43%
Holding
49
New
–
Increased
–
Reduced
19
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
TJX Companies
TJX
|
$82.2K |
| 2 |
Chevron
CVX
|
$73K |
| 3 |
Walt Disney
DIS
|
$65.5K |
| 4 |
Eaton
ETN
|
$53.1K |
| 5 |
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% |
