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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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%
22
352
$3K ﹤0.01%
20
353
$3K ﹤0.01%
35
354
$3K ﹤0.01%
+38
355
$3K ﹤0.01%
+15
356
$3K ﹤0.01%
+53
357
$3K ﹤0.01%
+20
358
$3K ﹤0.01%
+7
359
$3K ﹤0.01%
+39
360
$3K ﹤0.01%
+16
361
$3K ﹤0.01%
+69
362
$3K ﹤0.01%
11
363
$3K ﹤0.01%
+14
364
$3K ﹤0.01%
+31
365
$3K ﹤0.01%
+559
366
$2K ﹤0.01%
14
367
$2K ﹤0.01%
3
368
$2K ﹤0.01%
+5
369
$2K ﹤0.01%
40
370
$2K ﹤0.01%
47
371
$2K ﹤0.01%
+77
372
$2K ﹤0.01%
85
373
$2K ﹤0.01%
+81
374
$2K ﹤0.01%
+24
375
$2K ﹤0.01%
60
13 14
15
16 17