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
$11.3M
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$435K
3
+$428K
4
JPM icon
JPMorgan Chase
JPM
+$382K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$356K

Top Sells

1
+$189M
2
+$74.4M
3
+$50.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.4M
5
GWB
Great Western Bancorp, Inc.
GWB
+$491K

Sector Composition

1 Technology 22.46%
2 Healthcare 18.31%
3 Communication Services 17.22%
4 Financials 14.4%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$114K 1.01%
+735
27
$112K 0.99%
+829
28
$112K 0.99%
1,834
+295
29
$111K 0.98%
+538
30
$109K 0.97%
+286
31
$107K 0.95%
+1,170
32
$104K 0.92%
+475
33
$99K 0.88%
+1,204
34
$99K 0.88%
+1,366
35
$94K 0.83%
1,300
36
$94K 0.83%
+659
37
$92K 0.82%
+405
38
$92K 0.82%
+1,047
39
$91K 0.81%
+782
40
$88K 0.78%
+371
41
$83K 0.74%
947
+497
42
$79K 0.7%
+575
43
$78K 0.69%
634
+222
44
$72K 0.64%
1,900
45
$69K 0.61%
+397
46
$69K 0.61%
+5,111
47
$68K 0.6%
+583
48
$68K 0.6%
+2,000
49
$65K 0.58%
+592
50
$60K 0.53%
+264
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2
3 4 5