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
$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
476
$1K ﹤0.01%
19
477
$1K ﹤0.01%
37
478
$1K ﹤0.01%
88
479
$1K ﹤0.01%
+52
480
$1K ﹤0.01%
+68
481
$1K ﹤0.01%
+24
482
$1K ﹤0.01%
+21
483
$1K ﹤0.01%
132
484
$1K ﹤0.01%
21
485
$1K ﹤0.01%
26
486
$1K ﹤0.01%
23
487
$0 ﹤0.01%
+16
488
$0 ﹤0.01%
2
489
$0 ﹤0.01%
4
490
$0 ﹤0.01%
+22
491
$0 ﹤0.01%
20
492
$0 ﹤0.01%
16
493
$0 ﹤0.01%
+12
494
– –
-223
495
– –
-8,000
16 17 18 19
20