SFO

Standard Family Office Portfolio holdings

AUM $92.3M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.2M
AUM Growth
-$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$333K
2
+$291K
3
+$269K
4
MSFT icon
Microsoft
MSFT
+$175K
5
NVDA icon
NVIDIA
NVDA
+$163K

Sector Composition

1 Technology 1.26%
2 Financials 0.78%
3 Healthcare 0.55%
4 Consumer Discretionary 0.36%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.3M 84.41%
125,136
2
$8.22M 10.8%
181,722
3
$443K 0.58%
1,996
-1,497
4
$388K 0.51%
3,300
-2,478
5
$360K 0.47%
3,488
-2,610
6
$231K 0.3%
616
-465
7
$217K 0.28%
2,000
-1,500
8
$214K 0.28%
612
-459
9
$170K 0.22%
324
-243
10
$164K 0.21%
860
-645
11
$141K 0.19%
576
-435
12
$138K 0.18%
884
-666
13
$137K 0.18%
380
-288
14
$117K 0.15%
210
15
$108K 0.14%
296
-222
16
$102K 0.13%
432
-324
17
$81.8K 0.11%
736
-552
18
$78.8K 0.1%
148
-108
19
$71.7K 0.09%
144
-111
20
$70K 0.09%
276
-207
21
$67.9K 0.09%
324
-243
22
$66.5K 0.09%
476
-357
23
$63.7K 0.08%
704
-528
24
$48.1K 0.06%
268
-201
25
$43.1K 0.06%
260
-195
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