SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
451
$2K ﹤0.01%
+35
452
$2K ﹤0.01%
+11
453
$2K ﹤0.01%
+10
454
$2K ﹤0.01%
+17
455
$2K ﹤0.01%
+11
456
$2K ﹤0.01%
+33
457
$2K ﹤0.01%
+30
458
$2K ﹤0.01%
+9
459
$2K ﹤0.01%
+19
460
$2K ﹤0.01%
+50
461
$2K ﹤0.01%
+14
462
$2K ﹤0.01%
+32
463
$2K ﹤0.01%
+11
464
$2K ﹤0.01%
+6
465
$2K ﹤0.01%
+19
466
$2K ﹤0.01%
+16
467
$2K ﹤0.01%
+28
468
$2K ﹤0.01%
+11
469
$2K ﹤0.01%
+8
470
$2K ﹤0.01%
+42
471
$2K ﹤0.01%
+51
472
$2K ﹤0.01%
+2
473
$2K ﹤0.01%
+21
474
$2K ﹤0.01%
+36
475
$2K ﹤0.01%
+33
17 18
19
20 21