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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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
+$155M
2
+$31.5M
3
+$22.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.02M

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
476
$1K ﹤0.01%
35
477
$1K ﹤0.01%
+13
478
$1K ﹤0.01%
77
479
$1K ﹤0.01%
+44
480
$1K ﹤0.01%
+45
481
$1K ﹤0.01%
45
482
$1K ﹤0.01%
23
483
$1K ﹤0.01%
56
484
$1K ﹤0.01%
+87
485
$1K ﹤0.01%
10
486
$1K ﹤0.01%
+9
487
$0 ﹤0.01%
+80
488
$0 ﹤0.01%
4
489
$0 ﹤0.01%
+22
490
$0 ﹤0.01%
20
491
$0 ﹤0.01%
16
492
$0 ﹤0.01%
+12
493
– –
-223
494
– –
-8,000
495
$0 ﹤0.01%
2
16 17 18 19
20