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
251
$56K 0.01%
+531
252
$55K 0.01%
+841
253
$55K 0.01%
+451
254
$53K 0.01%
+228
255
$52K 0.01%
+157
256
$52K 0.01%
+833
257
$52K 0.01%
+556
258
$51K 0.01%
+2,997
259
$50K 0.01%
+16,286
260
$48K 0.01%
+668
261
$47K 0.01%
+9,075
262
$46K 0.01%
+1,140
263
$46K 0.01%
+1,383
264
$45K 0.01%
+1,700
265
$45K 0.01%
+407
266
$44K 0.01%
+940
267
$44K 0.01%
+630
268
$44K 0.01%
+1,565
269
$41K 0.01%
+586
270
$40K 0.01%
+795
271
$39K 0.01%
+740
272
$38K 0.01%
+1,374
273
$38K 0.01%
+215
274
$37K 0.01%
+401
275
$36K 0.01%
+717