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

Top Buys

1
+$155M
2
+$31.5M
3
+$22.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.02M

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%
+16
352
$3K ﹤0.01%
+15
353
$3K ﹤0.01%
11
354
$3K ﹤0.01%
+14
355
$3K ﹤0.01%
+31
356
$3K ﹤0.01%
+559
357
$3K ﹤0.01%
22
358
$3K ﹤0.01%
+7
359
$3K ﹤0.01%
+38
360
$3K ﹤0.01%
+15
361
$3K ﹤0.01%
+53
362
$3K ﹤0.01%
+20
363
$3K ﹤0.01%
+7
364
$3K ﹤0.01%
+49
365
$3K ﹤0.01%
+29
366
$2K ﹤0.01%
+5
367
$2K ﹤0.01%
85
368
$2K ﹤0.01%
+81
369
$2K ﹤0.01%
+24
370
$2K ﹤0.01%
19
371
$2K ﹤0.01%
+51
372
$2K ﹤0.01%
12
373
$2K ﹤0.01%
+13
374
$2K ﹤0.01%
+17
375
$2K ﹤0.01%
70
13 14
15
16 17