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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
$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
401
$2K ﹤0.01%
+46
402
$2K ﹤0.01%
+18
403
$2K ﹤0.01%
+21
404
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+17
405
$2K ﹤0.01%
+34
406
$2K ﹤0.01%
+24
407
$2K ﹤0.01%
+6
408
$2K ﹤0.01%
+10
409
$2K ﹤0.01%
+16
410
$2K ﹤0.01%
+21
411
$2K ﹤0.01%
+10
412
$2K ﹤0.01%
+15
413
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+2
414
$2K ﹤0.01%
+23
415
$2K ﹤0.01%
+60
416
$2K ﹤0.01%
+24
417
$2K ﹤0.01%
+42
418
$2K ﹤0.01%
+17
419
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+14
420
$2K ﹤0.01%
+48
421
$2K ﹤0.01%
+10
422
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+28
423
$2K ﹤0.01%
+21
424
$2K ﹤0.01%
+18
425
$2K ﹤0.01%
+8
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