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

Top Buys

1
+$139M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

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%
+7
427
$2K ﹤0.01%
+83
428
$2K ﹤0.01%
+9
429
$2K ﹤0.01%
38
430
$2K ﹤0.01%
10
431
$2K ﹤0.01%
42
432
$2K ﹤0.01%
+26
433
$2K ﹤0.01%
81
434
$2K ﹤0.01%
10
435
$2K ﹤0.01%
72
436
$1K ﹤0.01%
+87
437
$1K ﹤0.01%
10
438
$1K ﹤0.01%
+9
439
$1K ﹤0.01%
+25
440
$1K ﹤0.01%
+29
441
$1K ﹤0.01%
24
442
$1K ﹤0.01%
9
443
$1K ﹤0.01%
+5
444
$1K ﹤0.01%
12
445
$1K ﹤0.01%
47
446
$1K ﹤0.01%
67
447
$1K ﹤0.01%
+7
448
$1K ﹤0.01%
+18
449
$1K ﹤0.01%
69
450
$1K ﹤0.01%
+13
16 17
18
19 20