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
451
$1K ﹤0.01%
+29
452
$1K ﹤0.01%
33
453
$1K ﹤0.01%
+47
454
$1K ﹤0.01%
28
455
$1K ﹤0.01%
+18
456
$1K ﹤0.01%
3
457
$1K ﹤0.01%
+6
458
$1K ﹤0.01%
24
459
$1K ﹤0.01%
9
460
$1K ﹤0.01%
+46
461
$1K ﹤0.01%
+22
462
$1K ﹤0.01%
+69
463
$1K ﹤0.01%
12
464
$1K ﹤0.01%
47
465
$1K ﹤0.01%
67
466
$1K ﹤0.01%
+7
467
$1K ﹤0.01%
6
468
$1K ﹤0.01%
+18
469
$1K ﹤0.01%
35
470
$1K ﹤0.01%
77
471
$1K ﹤0.01%
+44
472
$1K ﹤0.01%
75
473
$1K ﹤0.01%
+11
474
$1K ﹤0.01%
5
475
$1K ﹤0.01%
31
16 17 18
19
20