SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.4M
AUM Growth
+$9.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.33%
2 Financials 0.74%
3 Healthcare 0.39%
4 Consumer Discretionary 0.35%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.4M 84.77%
127,386
+2,250
2
$8.99M 10.53%
181,722
3
$458K 0.54%
3,300
4
$442K 0.52%
3,488
5
$410K 0.48%
1,996
6
$316K 0.37%
2,000
7
$306K 0.36%
616
8
$217K 0.25%
612
9
$189K 0.22%
860
10
$167K 0.2%
576
11
$161K 0.19%
380
12
$157K 0.18%
884
13
$130K 0.15%
210
14
$109K 0.13%
296
15
$104K 0.12%
476
16
$101K 0.12%
324
17
$99.4K 0.12%
432
18
$77.6K 0.09%
736
19
$74.4K 0.09%
276
20
$71.9K 0.08%
148
21
$62.7K 0.07%
704
22
$60.1K 0.07%
324
23
$58.4K 0.07%
144
24
$57K 0.07%
268
25
$42.5K 0.05%
60
1
2