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