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
$51.3M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$105M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.29M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Sector Composition

1 Financials 0.25%
2 Industrials 0.17%
3 Technology 0.04%
4 Healthcare 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-109
427
– –
-1,861
428
– –
-2,064
429
– –
-97
430
– –
-70
431
– –
-80
432
– –
-189
433
– –
-81
434
– –
-200
435
– –
-16
436
– –
-24
437
– –
-900
438
– –
-68
439
– –
-24
440
– –
-1,379
441
– –
-42
442
– –
-458
443
– –
-2,050
444
– –
-18
445
– –
-22,000
446
– –
-699
447
– –
-1,241
448
– –
-3
449
– –
-6
450
– –
-22
16 17
18
19 20