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
$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%
+29
328
$6K ﹤0.01%
+30
329
$5K ﹤0.01%
+42
330
$5K ﹤0.01%
+63
331
$4K ﹤0.01%
+19
332
$4K ﹤0.01%
+62
333
$4K ﹤0.01%
+12
334
$4K ﹤0.01%
+2
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%
+36
342
$3K ﹤0.01%
+93
343
$3K ﹤0.01%
+12
344
$3K ﹤0.01%
+13
345
$3K ﹤0.01%
+10
346
$3K ﹤0.01%
+4
347
$3K ﹤0.01%
+13
348
$3K ﹤0.01%
+17
349
$3K ﹤0.01%
+15
350
$3K ﹤0.01%
+25
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