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

Top Buys

1
+$139M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

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%
+104
327
$4K ﹤0.01%
+37
328
$4K ﹤0.01%
6
329
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+28
330
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75
331
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37
332
$4K ﹤0.01%
+26
333
$4K ﹤0.01%
+21
334
$4K ﹤0.01%
24
335
$4K ﹤0.01%
23
336
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+65
337
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96
338
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+58
339
$3K ﹤0.01%
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340
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22
342
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+7
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345
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23
346
$3K ﹤0.01%
+25
347
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+26
348
$3K ﹤0.01%
22
349
$3K ﹤0.01%
20
350
$3K ﹤0.01%
35
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