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
$372M
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$70.8M
3
+$45.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.03M

Top Sells

1
+$826K
2
+$711K
3
+$470K
4
META icon
Meta Platforms (Facebook)
META
+$428K
5
NVDA icon
NVIDIA
NVDA
+$420K

Sector Composition

1 Technology 0.57%
2 Healthcare 0.26%
3 Industrials 0.24%
4 Financials 0.18%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$127K 0.03%
1,539
-295
27
$125K 0.03%
+295
28
$124K 0.03%
+262
29
$123K 0.03%
+5,570
30
$122K 0.03%
+539
31
$121K 0.03%
618
+557
32
$118K 0.03%
+782
33
$111K 0.03%
76
+75
34
$111K 0.03%
+1,645
35
$109K 0.03%
+1,239
36
$104K 0.03%
+367
37
$104K 0.03%
+2,235
38
$101K 0.03%
+657
39
$99K 0.03%
+2,035
40
$98K 0.03%
+883
41
$97K 0.03%
+234
42
$95K 0.03%
+1,938
43
$93K 0.03%
+354
44
$90K 0.02%
+160
45
$88K 0.02%
+188
46
$85K 0.02%
+2,420
47
$80K 0.02%
+306
48
$72K 0.02%
848
+780
49
$71K 0.02%
+1,667
50
$70K 0.02%
+660
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