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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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%
24
327
$4K ﹤0.01%
+104
328
$4K ﹤0.01%
+65
329
$4K ﹤0.01%
96
330
$4K ﹤0.01%
+58
331
$4K ﹤0.01%
+37
332
$4K ﹤0.01%
6
333
$4K ﹤0.01%
+28
334
$4K ﹤0.01%
75
335
$4K ﹤0.01%
37
336
$4K ﹤0.01%
+26
337
$4K ﹤0.01%
+21
338
$4K ﹤0.01%
23
339
$3K ﹤0.01%
22
340
$3K ﹤0.01%
+7
341
$3K ﹤0.01%
+49
342
$3K ﹤0.01%
+29
343
$3K ﹤0.01%
+24
344
$3K ﹤0.01%
14
345
$3K ﹤0.01%
+16
346
$3K ﹤0.01%
+15
347
$3K ﹤0.01%
23
348
$3K ﹤0.01%
+13
349
$3K ﹤0.01%
+25
350
$3K ﹤0.01%
+26
12 13
14
15 16