We are live on ! Find out more
SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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%
+20
427
$2K ﹤0.01%
+25
428
$2K ﹤0.01%
+13
429
$2K ﹤0.01%
+14
430
$2K ﹤0.01%
+10
431
$2K ﹤0.01%
+12
432
$2K ﹤0.01%
+39
433
$2K ﹤0.01%
+18
434
$2K ﹤0.01%
+26
435
$2K ﹤0.01%
+37
436
$2K ﹤0.01%
+24
437
$2K ﹤0.01%
+9
438
$2K ﹤0.01%
+7
439
$2K ﹤0.01%
+24
440
$2K ﹤0.01%
+17
441
$2K ﹤0.01%
+39
442
$2K ﹤0.01%
+29
443
$2K ﹤0.01%
+19
444
$2K ﹤0.01%
+19
445
$2K ﹤0.01%
+11
446
$2K ﹤0.01%
+10
447
$2K ﹤0.01%
+17
448
$2K ﹤0.01%
+11
449
$2K ﹤0.01%
+9
450
$2K ﹤0.01%
+19
16 17
18
19 20