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
$418M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$72.7M
3
+$45.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$27.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.91%
2 Healthcare 3.85%
3 Financials 3.36%
4 Communication Services 2.91%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
+52
427
$2K ﹤0.01%
+17
428
$2K ﹤0.01%
+48
429
$2K ﹤0.01%
+14
430
$2K ﹤0.01%
+6
431
$2K ﹤0.01%
+72
432
$2K ﹤0.01%
+20
433
$2K ﹤0.01%
+27
434
$2K ﹤0.01%
+4
435
$2K ﹤0.01%
+35
436
$2K ﹤0.01%
+4
437
$2K ﹤0.01%
+33
438
$2K ﹤0.01%
+33
439
$2K ﹤0.01%
+30
440
$2K ﹤0.01%
+16
441
$2K ﹤0.01%
+49
442
$2K ﹤0.01%
+10
443
$2K ﹤0.01%
+16
444
$2K ﹤0.01%
+21
445
$2K ﹤0.01%
+10
446
$2K ﹤0.01%
+15
447
$2K ﹤0.01%
+9
448
$2K ﹤0.01%
+23
449
$2K ﹤0.01%
+60
450
$2K ﹤0.01%
+24
16 17
18
19 20