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
$10.1M
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$476K
3
+$464K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$343K
5
V icon
Visa
V
+$314K

Top Sells

1
+$224M
2
+$70.8M
3
+$45.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.03M

Sector Composition

1 Technology 18.79%
2 Healthcare 17.74%
3 Communication Services 14.45%
4 Financials 14.17%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-233
227
– –
-924
228
– –
-782
229
– –
-2,662
230
– –
-1,667
231
– –
-508,624
232
– –
-275,727
233
– –
-504
234
– –
-2,035
235
– –
-395
236
– –
-234
237
– –
-1,619
238
– –
-539
239
– –
-76
240
– –
-1,104
241
– –
-1,938
242
– –
-272
243
– –
-2,420
244
– –
-1,443
245
– –
-262
246
– –
-176
247
– –
-2,235
248
– –
-1,239
249
– –
-776
250
– –
-110
7 8 9
10
11