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
$227M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Top Sells

1
+$126K
2
+$10K

Sector Composition

1 Technology 2.28%
2 Healthcare 1.52%
3 Industrials 1.34%
4 Financials 1.32%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+38
352
$3K ﹤0.01%
+15
353
$3K ﹤0.01%
+53
354
$3K ﹤0.01%
+20
355
$3K ﹤0.01%
+7
356
$3K ﹤0.01%
+39
357
$3K ﹤0.01%
+559
358
$3K ﹤0.01%
+49
359
$3K ﹤0.01%
+29
360
$3K ﹤0.01%
+24
361
$3K ﹤0.01%
14
362
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+16
363
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+15
364
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11
365
$3K ﹤0.01%
+14
366
$2K ﹤0.01%
+51
367
$2K ﹤0.01%
12
368
$2K ﹤0.01%
+13
369
$2K ﹤0.01%
+17
370
$2K ﹤0.01%
70
371
$2K ﹤0.01%
+11
372
$2K ﹤0.01%
+9
373
$2K ﹤0.01%
+9
374
$2K ﹤0.01%
14
375
$2K ﹤0.01%
3
13 14
15
16 17