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
301
$5K ﹤0.01%
+42
302
$5K ﹤0.01%
+10
303
$5K ﹤0.01%
+21
304
$5K ﹤0.01%
+25
305
$5K ﹤0.01%
155
306
$5K ﹤0.01%
300
307
$5K ﹤0.01%
32
308
$5K ﹤0.01%
24
309
$5K ﹤0.01%
15
310
$5K ﹤0.01%
+36
311
$5K ﹤0.01%
13
312
$5K ﹤0.01%
+124
313
$5K ﹤0.01%
18
314
$5K ﹤0.01%
+167
315
$5K ﹤0.01%
+36
316
$5K ﹤0.01%
+13
317
$5K ﹤0.01%
100
318
$5K ﹤0.01%
283
319
$4K ﹤0.01%
+37
320
$4K ﹤0.01%
37
321
$4K ﹤0.01%
+26
322
$4K ﹤0.01%
+21
323
$4K ﹤0.01%
+55
324
$4K ﹤0.01%
+24
325
$4K ﹤0.01%
65
11 12
13
14 15