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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
451
$1K ﹤0.01%
+21
452
$1K ﹤0.01%
132
453
$1K ﹤0.01%
21
454
$1K ﹤0.01%
21
455
$1K ﹤0.01%
42
456
$1K ﹤0.01%
+113
457
$1K ﹤0.01%
26
458
$1K ﹤0.01%
23
459
$1K ﹤0.01%
+25
460
$1K ﹤0.01%
+29
461
$1K ﹤0.01%
33
462
$1K ﹤0.01%
+47
463
$1K ﹤0.01%
28
464
$1K ﹤0.01%
+18
465
$1K ﹤0.01%
3
466
$1K ﹤0.01%
+6
467
$1K ﹤0.01%
24
468
$1K ﹤0.01%
9
469
$1K ﹤0.01%
+46
470
$1K ﹤0.01%
+22
471
$1K ﹤0.01%
+69
472
$1K ﹤0.01%
+5
473
$1K ﹤0.01%
6
474
$1K ﹤0.01%
+18
475
$1K ﹤0.01%
69
16 17 18
19
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