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
376
$2K ﹤0.01%
+9
377
$2K ﹤0.01%
+9
378
$2K ﹤0.01%
+3
379
$2K ﹤0.01%
+4
380
$2K ﹤0.01%
+33
381
$2K ﹤0.01%
+10
382
$2K ﹤0.01%
+8
383
$2K ﹤0.01%
+21
384
$2K ﹤0.01%
+47
385
$2K ﹤0.01%
+9
386
$2K ﹤0.01%
+19
387
$2K ﹤0.01%
+25
388
$2K ﹤0.01%
+19
389
$2K ﹤0.01%
+26
390
$2K ﹤0.01%
+16
391
$2K ﹤0.01%
+49
392
$2K ﹤0.01%
+11
393
$2K ﹤0.01%
+19
394
$2K ﹤0.01%
+20
395
$2K ﹤0.01%
+11
396
$2K ﹤0.01%
+40
397
$2K ﹤0.01%
+4
398
$2K ﹤0.01%
+26
399
$2K ﹤0.01%
+8
400
$2K ﹤0.01%
+12
14 15
16
17 18