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
401
$2K ﹤0.01%
+12
402
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47
403
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11
404
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+19
405
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+7
406
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+83
407
$2K ﹤0.01%
+9
408
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38
409
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10
410
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27
411
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22
412
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+41
413
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8
414
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+42
415
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73
416
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28
417
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13
418
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42
419
$2K ﹤0.01%
+26
420
$2K ﹤0.01%
81
421
$2K ﹤0.01%
10
422
$2K ﹤0.01%
72
423
$2K ﹤0.01%
+57
424
$2K ﹤0.01%
22
425
$2K ﹤0.01%
20
15 16
17
18 19