SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.3M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$106M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.22M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Sector Composition

1 Financials 0.25%
2 Industrials 0.17%
3 Technology 0.04%
4 Healthcare 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10
27
– –
-630
28
– –
-365
29
– –
-126
30
– –
-782
31
– –
-72
32
– –
-40
33
– –
-36
34
– –
-1,425
35
– –
-57
36
– –
-88
37
– –
-52
38
– –
-37
39
– –
-1,000
40
– –
-250
41
– –
-135
42
– –
-432
43
– –
-320
44
– –
-600
45
– –
-1,098
46
– –
-1,000
47
– –
-382
48
– –
-22
49
– –
-122
50
– –
-13
1
2
3 4 5