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
$418M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$72.7M
3
+$45.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$27.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12M

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
301
$13K ﹤0.01%
+36
302
$13K ﹤0.01%
+209
303
$13K ﹤0.01%
+145
304
$13K ﹤0.01%
+105
305
$12K ﹤0.01%
+7,984
306
$12K ﹤0.01%
+91
307
$12K ﹤0.01%
+4,519
308
$11K ﹤0.01%
+105
309
$10K ﹤0.01%
+1,716
310
$10K ﹤0.01%
+170
311
$10K ﹤0.01%
+133
312
$10K ﹤0.01%
+740
313
$10K ﹤0.01%
+73
314
$9K ﹤0.01%
+32
315
$9K ﹤0.01%
+104
316
$9K ﹤0.01%
+98
317
$9K ﹤0.01%
+114
318
$8K ﹤0.01%
+15
319
$8K ﹤0.01%
+31
320
$8K ﹤0.01%
+2,640
321
$8K ﹤0.01%
+168
322
$8K ﹤0.01%
+66
323
$7K ﹤0.01%
+18
324
$7K ﹤0.01%
+51
325
$7K ﹤0.01%
+39
11 12
13
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