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
376
$2K ﹤0.01%
+11
377
$2K ﹤0.01%
+9
378
$2K ﹤0.01%
43
379
$2K ﹤0.01%
+25
380
$2K ﹤0.01%
5
381
$2K ﹤0.01%
+9
382
$2K ﹤0.01%
14
383
$2K ﹤0.01%
3
384
$2K ﹤0.01%
40
385
$2K ﹤0.01%
47
386
$2K ﹤0.01%
+77
387
$2K ﹤0.01%
60
388
$2K ﹤0.01%
130
389
$2K ﹤0.01%
+14
390
$2K ﹤0.01%
8
391
$2K ﹤0.01%
+24
392
$2K ﹤0.01%
22
393
$2K ﹤0.01%
21
394
$2K ﹤0.01%
89
395
$2K ﹤0.01%
+5
396
$2K ﹤0.01%
+32
397
$2K ﹤0.01%
+15
398
$2K ﹤0.01%
18
399
$2K ﹤0.01%
13
400
$2K ﹤0.01%
10
14 15
16
17 18