SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
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
+$134M
2
+$72.7M
3
+$45.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$27.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12M

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%
+13
352
$3K ﹤0.01%
+10
353
$3K ﹤0.01%
+4
354
$3K ﹤0.01%
+13
355
$3K ﹤0.01%
+17
356
$3K ﹤0.01%
+15
357
$3K ﹤0.01%
+25
358
$3K ﹤0.01%
+22
359
$3K ﹤0.01%
+13
360
$3K ﹤0.01%
+20
361
$3K ﹤0.01%
+84
362
$3K ﹤0.01%
+46
363
$3K ﹤0.01%
+14
364
$3K ﹤0.01%
+40
365
$3K ﹤0.01%
+6
366
$3K ﹤0.01%
+12
367
$3K ﹤0.01%
+48
368
$3K ﹤0.01%
+31
369
$3K ﹤0.01%
+8
370
$3K ﹤0.01%
+36
371
$3K ﹤0.01%
+36
372
$3K ﹤0.01%
+12
373
$2K ﹤0.01%
+20
374
$2K ﹤0.01%
+11
375
$2K ﹤0.01%
+40
13 14
15
16 17