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
– –
-4,000
402
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-1,700
403
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404
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405
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-13
406
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-75
407
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-432
408
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409
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410
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-288
411
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-12,000
412
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-20
413
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-33
414
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-24
415
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-301
416
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-200
417
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-2,761
418
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-75
419
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-400
420
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421
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-782
422
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-37
423
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-1,000
424
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425
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-600
15 16
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