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%
20
352
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35
353
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+38
354
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+15
355
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+53
356
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+20
357
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+7
358
$3K ﹤0.01%
+39
359
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+24
360
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14
361
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+16
362
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+15
363
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11
364
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+14
365
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+31
366
$2K ﹤0.01%
+5
367
$2K ﹤0.01%
85
368
$2K ﹤0.01%
+81
369
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+24
370
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27
371
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22
372
$2K ﹤0.01%
+41
373
$2K ﹤0.01%
8
374
$2K ﹤0.01%
+42
375
$2K ﹤0.01%
19
13 14
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16 17