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%
+36
352
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+12
353
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+17
354
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+18
355
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+10
356
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+38
357
$3K ﹤0.01%
+96
358
$3K ﹤0.01%
+93
359
$3K ﹤0.01%
+13
360
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+10
361
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+4
362
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363
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364
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+15
365
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+25
366
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367
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368
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369
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+84
370
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+46
371
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+14
372
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+12
373
$2K ﹤0.01%
+24
374
$2K ﹤0.01%
+8
375
$2K ﹤0.01%
+8
13 14
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