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
326
$7K ﹤0.01%
+47
327
$6K ﹤0.01%
+30
328
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+29
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$5K ﹤0.01%
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330
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+63
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$4K ﹤0.01%
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333
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+30
334
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+15
335
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+19
336
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+62
337
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+12
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+15
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$3K ﹤0.01%
+25
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+10
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+38
346
$3K ﹤0.01%
+11
347
$3K ﹤0.01%
+36
348
$3K ﹤0.01%
+100
349
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+29
350
$3K ﹤0.01%
+96