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
$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
26
$279K 0.12%
2,900
27
$269K 0.12%
1,517
28
$252K 0.11%
+5,755
29
$244K 0.11%
22,000
30
$236K 0.1%
+856
31
$232K 0.1%
+1,434
32
$217K 0.1%
762
33
$212K 0.09%
+4,329
34
$209K 0.09%
2,257
35
$201K 0.09%
2,832
36
$199K 0.09%
+1,758
37
$197K 0.09%
+609
38
$193K 0.08%
+8,380
39
$191K 0.08%
+6,337
40
$191K 0.08%
2,363
41
$187K 0.08%
2,139
42
$186K 0.08%
+1,140
43
$185K 0.08%
15,280
44
$182K 0.08%
+1,925
45
$182K 0.08%
+4,000
46
$175K 0.08%
1,671
47
$171K 0.08%
+1,354
48
$167K 0.07%
442
49
$161K 0.07%
2,064
50
$155K 0.07%
+1,150
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