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
$418M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$72.7M
3
+$45.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$27.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.91%
2 Healthcare 3.85%
3 Financials 3.36%
4 Communication Services 2.91%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
+9
502
$2K ﹤0.01%
+9
503
$2K ﹤0.01%
+3
504
$2K ﹤0.01%
+4
505
$2K ﹤0.01%
+14
506
$2K ﹤0.01%
+10
507
$2K ﹤0.01%
+12
508
$2K ﹤0.01%
+51
509
$2K ﹤0.01%
+24
510
$2K ﹤0.01%
+8
511
$2K ﹤0.01%
+8
512
$2K ﹤0.01%
+24
513
$2K ﹤0.01%
+38
514
$2K ﹤0.01%
+16
515
$2K ﹤0.01%
+52
516
$2K ﹤0.01%
+33
517
$2K ﹤0.01%
+10
518
$2K ﹤0.01%
+8
519
$2K ﹤0.01%
+21
520
$2K ﹤0.01%
+47
521
$2K ﹤0.01%
+9
522
$2K ﹤0.01%
+19
523
$2K ﹤0.01%
+25
524
$2K ﹤0.01%
+19
525
$2K ﹤0.01%
+26
19 20
21
22 23