SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.3M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$106M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.22M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Sector Composition

1 Financials 0.25%
2 Industrials 0.17%
3 Technology 0.04%
4 Healthcare 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-850
252
– –
-437
253
– –
-300
254
– –
-3
255
– –
-6
256
– –
-22
257
– –
-743
258
– –
-2,881
259
– –
-800
260
– –
-24
261
– –
-7,000
262
– –
-42
263
– –
-267
264
– –
-73
265
– –
-23
266
– –
-12
267
– –
-8,008
268
– –
-980
269
– –
-3,886
270
– –
-343
271
– –
-500
272
– –
-3,796
273
– –
-126
274
– –
-83
275
– –
-13
9 10
11
12 13