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
$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
301
$5K ﹤0.01%
+10
302
$5K ﹤0.01%
+21
303
$5K ﹤0.01%
+25
304
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155
305
$5K ﹤0.01%
300
306
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32
307
$5K ﹤0.01%
24
308
$5K ﹤0.01%
15
309
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+36
310
$5K ﹤0.01%
13
311
$5K ﹤0.01%
+124
312
$5K ﹤0.01%
18
313
$5K ﹤0.01%
+167
314
$5K ﹤0.01%
+36
315
$5K ﹤0.01%
+135
316
$5K ﹤0.01%
+13
317
$5K ﹤0.01%
100
318
$5K ﹤0.01%
283
319
$4K ﹤0.01%
+37
320
$4K ﹤0.01%
+58
321
$4K ﹤0.01%
6
322
$4K ﹤0.01%
+28
323
$4K ﹤0.01%
75
324
$4K ﹤0.01%
37
325
$4K ﹤0.01%
+26
11 12
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