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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
$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
476
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-194
477
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-5
478
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-4
479
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-32
480
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481
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-202
482
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-683
483
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-22
484
– –
-180
485
– –
-1,900
486
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-20
487
– –
-39
488
– –
-762
489
– –
-69
490
– –
-5,050
491
– –
-600
492
– –
-750
493
– –
-1,600
16 17 18 19
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