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
$227M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$31.5M
3
+$22.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.02M

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
326
$4K ﹤0.01%
+21
327
$4K ﹤0.01%
24
328
$4K ﹤0.01%
23
329
$4K ﹤0.01%
+55
330
$4K ﹤0.01%
+24
331
$4K ﹤0.01%
65
332
$4K ﹤0.01%
10
333
$4K ﹤0.01%
39
334
$4K ﹤0.01%
+20
335
$4K ﹤0.01%
+57
336
$4K ﹤0.01%
+104
337
$4K ﹤0.01%
+65
338
$4K ﹤0.01%
96
339
$3K ﹤0.01%
20
340
$3K ﹤0.01%
+16
341
$3K ﹤0.01%
+69
342
$3K ﹤0.01%
23
343
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$3K ﹤0.01%
+25
345
$3K ﹤0.01%
+26
346
$3K ﹤0.01%
22
347
$3K ﹤0.01%
35
348
$3K ﹤0.01%
+39
349
$3K ﹤0.01%
+24
350
$3K ﹤0.01%
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