SFO

Standard Family Office Portfolio holdings

AUM $92.3M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Top Sells

1
+$126K
2
+$10K

Sector Composition

1 Technology 2.28%
2 Healthcare 1.52%
3 Industrials 1.34%
4 Financials 1.32%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
2,000
227
$14K 0.01%
+35
228
$14K 0.01%
400
229
$14K 0.01%
+800
230
$13K 0.01%
+161
231
$13K 0.01%
+150
232
$13K 0.01%
+55
233
$13K 0.01%
+202
234
$13K 0.01%
447
235
$13K 0.01%
+27
236
$13K 0.01%
5,659
237
$12K 0.01%
7
238
$12K 0.01%
+1,600
239
$12K 0.01%
+284
240
$12K 0.01%
+599
241
$12K 0.01%
497
242
$12K 0.01%
201
243
$11K ﹤0.01%
3,886
244
$11K ﹤0.01%
2,552
245
$11K ﹤0.01%
+10,000
246
$11K ﹤0.01%
39
247
$11K ﹤0.01%
+100
248
$11K ﹤0.01%
76
249
$10K ﹤0.01%
38
250
$10K ﹤0.01%
+97
8 9
10
11 12