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
$372M
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

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

Top Sells

1
+$826K
2
+$711K
3
+$470K
4
META icon
Meta Platforms (Facebook)
META
+$428K
5
NVDA icon
NVIDIA
NVDA
+$420K

Sector Composition

1 Technology 0.57%
2 Healthcare 0.26%
3 Industrials 0.24%
4 Financials 0.18%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-374
252
– –
-1,366
253
– –
-332
254
– –
-47
255
– –
-510
256
– –
-716
257
– –
-31
258
– –
-4,270
259
– –
-809
260
– –
-49
261
– –
-412
262
– –
-2,000
263
– –
-50
264
– –
-140
265
– –
-13
266
– –
-92
267
– –
-966
7 8 9 10
11