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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
$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
401
$2K ﹤0.01%
+57
402
$2K ﹤0.01%
22
403
$2K ﹤0.01%
26
404
$2K ﹤0.01%
+20
405
$2K ﹤0.01%
+31
406
$2K ﹤0.01%
55
407
$2K ﹤0.01%
11
408
$2K ﹤0.01%
+51
409
$2K ﹤0.01%
12
410
$2K ﹤0.01%
+13
411
$2K ﹤0.01%
+17
412
$2K ﹤0.01%
70
413
$2K ﹤0.01%
+11
414
$2K ﹤0.01%
+9
415
$2K ﹤0.01%
+9
416
$2K ﹤0.01%
+24
417
$2K ﹤0.01%
22
418
$2K ﹤0.01%
21
419
$2K ﹤0.01%
89
420
$2K ﹤0.01%
+5
421
$2K ﹤0.01%
+32
422
$2K ﹤0.01%
+15
423
$2K ﹤0.01%
+83
424
$2K ﹤0.01%
+9
425
$2K ﹤0.01%
38
15 16
17
18 19