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
376
$2K ﹤0.01%
+5
377
$2K ﹤0.01%
85
378
$2K ﹤0.01%
+81
379
$2K ﹤0.01%
+24
380
$2K ﹤0.01%
60
381
$2K ﹤0.01%
130
382
$2K ﹤0.01%
+14
383
$2K ﹤0.01%
+5
384
$2K ﹤0.01%
+32
385
$2K ﹤0.01%
+15
386
$2K ﹤0.01%
18
387
$2K ﹤0.01%
13
388
$2K ﹤0.01%
10
389
$2K ﹤0.01%
+12
390
$2K ﹤0.01%
47
391
$2K ﹤0.01%
43
392
$2K ﹤0.01%
27
393
$2K ﹤0.01%
22
394
$2K ﹤0.01%
+41
395
$2K ﹤0.01%
8
396
$2K ﹤0.01%
+42
397
$2K ﹤0.01%
73
398
$2K ﹤0.01%
28
399
$2K ﹤0.01%
13
400
$2K ﹤0.01%
19
14 15
16
17 18