SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
1-Year Return
14.07%
This Quarter Return
+7.02%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
–
10 Year Return
–
AUM
$51.3M
AUM Growth
-$176M
(-77%)
Cap. Flow
-$186M
Cap. Flow
% of AUM
-363.48%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
493
New
–
Increased
–
Reduced
6
Closed
486
Top Buys
No buys this quarter
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$105M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$28.1M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$20M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.29M |
| 5 |
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% |
