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
326
$7K ﹤0.01%
+47
327
$6K ﹤0.01%
+30
328
$6K ﹤0.01%
+29
329
$5K ﹤0.01%
+42
330
$5K ﹤0.01%
+63
331
$4K ﹤0.01%
+50
332
$4K ﹤0.01%
+19
333
$4K ﹤0.01%
+62
334
$4K ﹤0.01%
+12
335
$4K ﹤0.01%
+69
336
$4K ﹤0.01%
+15
337
$4K ﹤0.01%
+11
338
$4K ﹤0.01%
+16
339
$4K ﹤0.01%
+30
340
$4K ﹤0.01%
+15
341
$3K ﹤0.01%
+10
342
$3K ﹤0.01%
+4
343
$3K ﹤0.01%
+13
344
$3K ﹤0.01%
+17
345
$3K ﹤0.01%
+15
346
$3K ﹤0.01%
+25
347
$3K ﹤0.01%
+22
348
$3K ﹤0.01%
+13
349
$3K ﹤0.01%
+20
350
$3K ﹤0.01%
+84
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