SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
1-Year Return
14.07%
This Quarter Return
+9.38%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
–
10 Year Return
–
AUM
$11.3M
AUM Growth
-$333M
(-97%)
Cap. Flow
-$334M
Cap. Flow
% of AUM
-2,959.08%
Top 10 Holdings %
Top 10 Hldgs %
39.17%
Holding
255
New
188
Increased
15
Reduced
3
Closed
45
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$739K |
| 2 |
UnitedHealth
UNH
|
+$435K |
| 3 |
Meta Platforms (Facebook)
META
|
+$428K |
| 4 |
JPMorgan Chase
JPM
|
+$382K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$356K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$189M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$74.4M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$50.3M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$25.4M |
| 5 |
GWB
Great Western Bancorp, Inc.
GWB
|
+$491K |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Healthcare | 18.31% |
| 3 | Communication Services | 17.22% |
| 4 | Financials | 14.4% |
| 5 | Industrials | 7.02% |
