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
351
$3K ﹤0.01%
+22
352
$3K ﹤0.01%
+20
353
$3K ﹤0.01%
+84
354
$3K ﹤0.01%
+46
355
$3K ﹤0.01%
+14
356
$3K ﹤0.01%
+31
357
$3K ﹤0.01%
+40
358
$3K ﹤0.01%
+6
359
$3K ﹤0.01%
+12
360
$3K ﹤0.01%
+8
361
$3K ﹤0.01%
+17
362
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363
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+10
364
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+38
365
$3K ﹤0.01%
+11
366
$3K ﹤0.01%
+36
367
$3K ﹤0.01%
+100
368
$3K ﹤0.01%
+29
369
$3K ﹤0.01%
+96
370
$3K ﹤0.01%
+13
371
$3K ﹤0.01%
+48
372
$3K ﹤0.01%
+36
373
$2K ﹤0.01%
+8
374
$2K ﹤0.01%
+8
375
$2K ﹤0.01%
+24
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