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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
$227M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$31.5M
3
+$22.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.02M

Top Sells

1
+$126K
2
+$10K

Sector Composition

1 Technology 2.28%
2 Healthcare 1.52%
3 Industrials 1.34%
4 Financials 1.32%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
20
427
$2K ﹤0.01%
+19
428
$2K ﹤0.01%
19
429
$2K ﹤0.01%
43
430
$2K ﹤0.01%
+25
431
$2K ﹤0.01%
5
432
$2K ﹤0.01%
30
433
$2K ﹤0.01%
+8
434
$2K ﹤0.01%
22
435
$2K ﹤0.01%
+18
436
$1K ﹤0.01%
12
437
$1K ﹤0.01%
47
438
$1K ﹤0.01%
67
439
$1K ﹤0.01%
+7
440
$1K ﹤0.01%
75
441
$1K ﹤0.01%
+11
442
$1K ﹤0.01%
5
443
$1K ﹤0.01%
31
444
$1K ﹤0.01%
19
445
$1K ﹤0.01%
37
446
$1K ﹤0.01%
+17
447
$1K ﹤0.01%
88
448
$1K ﹤0.01%
+52
449
$1K ﹤0.01%
+68
450
$1K ﹤0.01%
+24
16 17
18
19 20