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
$51.3M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$105M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.29M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Sector Composition

1 Financials 0.25%
2 Industrials 0.17%
3 Technology 0.04%
4 Healthcare 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-160
327
– –
-241
328
– –
-400
329
– –
-5
330
– –
-40
331
– –
-24
332
– –
-47
333
– –
-821
334
– –
-49
335
– –
-9
336
– –
-46
337
– –
-25
338
– –
-691
339
– –
-77
340
– –
-528
341
– –
-1,117
342
– –
-697
343
– –
-20
344
– –
-85
345
– –
-24
346
– –
-927
347
– –
-300
348
– –
-800
349
– –
-88
350
– –
-29
12 13
14
15 16