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
$418M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$78M
3
+$51M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.91%
2 Healthcare 3.85%
3 Financials 3.36%
4 Communication Services 2.91%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$78K 0.02%
+1,309
227
$78K 0.02%
+987
228
$77K 0.02%
+732
229
$77K 0.02%
+4,100
230
$72K 0.02%
+3,066
231
$72K 0.02%
+535
232
$72K 0.02%
+1,193
233
$68K 0.02%
+743
234
$67K 0.02%
+13,473
235
$67K 0.02%
+307
236
$67K 0.02%
+511
237
$66K 0.02%
+1,458
238
$65K 0.02%
+407
239
$65K 0.02%
+382
240
$64K 0.02%
+575
241
$64K 0.02%
+850
242
$64K 0.02%
+663
243
$64K 0.02%
+1,830
244
$63K 0.02%
+275
245
$63K 0.02%
+6,433
246
$62K 0.01%
+864
247
$61K 0.01%
+4,136
248
$60K 0.01%
+559
249
$58K 0.01%
+1,442
250
$57K 0.01%
+22,469
8 9
10
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