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
401
$2K ﹤0.01%
+18
402
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40
403
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+57
404
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22
405
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5
406
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20
407
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+19
408
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26
409
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+20
410
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+31
411
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55
412
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11
413
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415
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22
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417
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+77
418
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8
419
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420
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22
421
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21
422
$2K ﹤0.01%
89
423
$2K ﹤0.01%
+25
424
$2K ﹤0.01%
11
425
$2K ﹤0.01%
+19
15 16
17
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