SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
$3K ﹤0.01%
+39
353
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+12
354
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+13
355
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+10
356
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+4
357
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+13
358
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+17
359
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+15
360
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+22
361
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+13
362
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+20
363
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+48
364
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+84
365
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+46
366
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+14
367
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+31
368
$3K ﹤0.01%
+40
369
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+6
370
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+12
371
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+8
372
$3K ﹤0.01%
+36
373
$2K ﹤0.01%
+18
374
$2K ﹤0.01%
+49
375
$2K ﹤0.01%
+6
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