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

Top Buys

1
+$141M
2
+$78M
3
+$51M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.7M

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%
+7
427
$2K ﹤0.01%
+24
428
$2K ﹤0.01%
+33
429
$2K ﹤0.01%
+30
430
$2K ﹤0.01%
+9
431
$2K ﹤0.01%
+19
432
$2K ﹤0.01%
+50
433
$2K ﹤0.01%
+14
434
$2K ﹤0.01%
+16
435
$2K ﹤0.01%
+8
436
$2K ﹤0.01%
+12
437
$2K ﹤0.01%
+49
438
$2K ﹤0.01%
+17
439
$2K ﹤0.01%
+34
440
$2K ﹤0.01%
+24
441
$2K ﹤0.01%
+48
442
$2K ﹤0.01%
+16
443
$2K ﹤0.01%
+21
444
$2K ﹤0.01%
+10
445
$2K ﹤0.01%
+15
446
$2K ﹤0.01%
+2
447
$2K ﹤0.01%
+20
448
$2K ﹤0.01%
+46
449
$2K ﹤0.01%
+18
450
$2K ﹤0.01%
+21
16 17
18
19 20