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
$10.1M
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$486K
3
+$408K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$317K
5
V icon
Visa
V
+$299K

Top Sells

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

Sector Composition

1 Technology 18.79%
2 Healthcare 17.74%
3 Communication Services 14.45%
4 Financials 14.17%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$114K 1.13%
+1,700
27
$113K 1.12%
+1,117
28
$112K 1.11%
+1,605
29
$99K 0.98%
+2,321
30
$97K 0.96%
+432
31
$93K 0.92%
+1,015
32
$92K 0.91%
263
-32
33
$90K 0.89%
+1,293
34
$88K 0.87%
5,570
35
$87K 0.86%
947
-387
36
$86K 0.85%
+7,000
37
$80K 0.79%
1,000
+539
38
$80K 0.79%
203
+43
39
$79K 0.78%
+856
40
$74K 0.73%
+700
41
$74K 0.73%
+924
42
$73K 0.72%
+1,861
43
$72K 0.71%
+800
44
$72K 0.71%
+524
45
$72K 0.71%
256
-216
46
$69K 0.68%
335
+159
47
$68K 0.67%
+1,000
48
$64K 0.63%
+528
49
$63K 0.62%
+3,000
50
$58K 0.57%
+399
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