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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
$227M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$31.5M
3
+$22.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.02M

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
251
$10K ﹤0.01%
795
252
$10K ﹤0.01%
348
253
$10K ﹤0.01%
+198
254
$10K ﹤0.01%
38
255
$10K ﹤0.01%
+117
256
$10K ﹤0.01%
+358
257
$9K ﹤0.01%
+120
258
$9K ﹤0.01%
15
259
$9K ﹤0.01%
200
260
$9K ﹤0.01%
+180
261
$9K ﹤0.01%
48
262
$9K ﹤0.01%
+300
263
$9K ﹤0.01%
122
264
$9K ﹤0.01%
+300
265
$8K ﹤0.01%
+46
266
$8K ﹤0.01%
+109
267
$8K ﹤0.01%
+80
268
$8K ﹤0.01%
28
269
$8K ﹤0.01%
+238
270
$8K ﹤0.01%
+32
271
$8K ﹤0.01%
65
272
$8K ﹤0.01%
198
273
$8K ﹤0.01%
+127
274
$8K ﹤0.01%
397
275
$8K ﹤0.01%
+365
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