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
$51.3M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$105M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.29M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Sector Composition

1 Financials 0.25%
2 Industrials 0.17%
3 Technology 0.04%
4 Healthcare 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-400
402
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-20
403
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-33
404
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-2,965
405
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-322
406
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-19
407
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-2,552
408
– –
-850
409
– –
-437
410
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-300
411
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-29
412
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-161
413
– –
-4,500
414
– –
-307
415
– –
-25
416
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-402
417
– –
-567
418
– –
-6,160
419
– –
-2,000
420
– –
-22
421
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-38
422
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-9
423
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-5,000
424
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-150
425
– –
-9
15 16
17
18 19