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
26
$1.14M 0.27%
+5,362
27
$1.09M 0.26%
+9,270
28
$1.07M 0.26%
+5,134
29
$1.04M 0.25%
+6,912
30
$1.01M 0.24%
+13,948
31
$996K 0.24%
+19,538
32
$980K 0.23%
+10,329
33
$967K 0.23%
+8,828
34
$957K 0.23%
+5,280
35
$938K 0.22%
+2,014
36
$853K 0.2%
+14,516
37
$826K 0.2%
+18,870
38
$826K 0.2%
+5,650
39
$808K 0.19%
+4,788
40
$799K 0.19%
+1,597
41
$783K 0.19%
+2,313
42
$778K 0.19%
+14,659
43
$776K 0.19%
+17,341
44
$776K 0.19%
+3,489
45
$736K 0.18%
+24,284
46
$734K 0.18%
+7,940
47
$728K 0.17%
+15,420
48
$711K 0.17%
+11,839
49
$685K 0.16%
+2,953
50
$677K 0.16%
+1,782
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