We are live on ! Find out more
SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.3M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.45%
2 Financials 0.71%
3 Healthcare 0.41%
4 Consumer Discretionary 0.33%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78M 84.52%
127,386
2
$9.85M 10.67%
181,722
3
$508K 0.55%
1,996
4
$492K 0.53%
3,488
5
$470K 0.51%
3,300
6
$373K 0.4%
2,000
7
$319K 0.35%
616
8
$215K 0.23%
884
9
$209K 0.23%
612
10
$189K 0.2%
860
11
$182K 0.2%
576
12
$178K 0.19%
1,520
13
$140K 0.15%
210
14
$134K 0.15%
476
15
$120K 0.13%
296
16
$112K 0.12%
324
17
$102K 0.11%
432
18
$82.2K 0.09%
736
19
$75.6K 0.08%
276
20
$75K 0.08%
324
21
$74.4K 0.08%
148
22
$69.8K 0.08%
144
23
$64.4K 0.07%
704
24
$57K 0.06%
268
25
$48.2K 0.05%
260
1
2