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
276
$36K 0.01%
+636
277
$36K 0.01%
+1,627
278
$34K 0.01%
+1,201
279
$34K 0.01%
+525
280
$31K 0.01%
+116
281
$30K 0.01%
+187
282
$28K 0.01%
+1,617
283
$26K 0.01%
+1,675
284
$24K 0.01%
+4,258
285
$23K 0.01%
+96
286
$22K 0.01%
+2,527
287
$22K 0.01%
+7,628
288
$22K 0.01%
+583
289
$21K 0.01%
+152
290
$21K 0.01%
+33
291
$20K ﹤0.01%
+688
292
$18K ﹤0.01%
+511
293
$18K ﹤0.01%
+245
294
$16K ﹤0.01%
+366
295
$15K ﹤0.01%
+161
296
$15K ﹤0.01%
+272
297
$14K ﹤0.01%
+247
298
$14K ﹤0.01%
+101
299
$13K ﹤0.01%
+35
300
$13K ﹤0.01%
+26
10 11
12
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