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

Top Buys

1
+$141M
2
+$78M
3
+$51M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.7M

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%
+51
502
$2K ﹤0.01%
+2
503
$2K ﹤0.01%
+21
504
$2K ﹤0.01%
+36
505
$2K ﹤0.01%
+33
506
$2K ﹤0.01%
+4
507
$2K ﹤0.01%
+11
508
$2K ﹤0.01%
+19
509
$2K ﹤0.01%
+8
510
$2K ﹤0.01%
+32
511
$2K ﹤0.01%
+16
512
$2K ﹤0.01%
+7
513
$2K ﹤0.01%
+75
514
$2K ﹤0.01%
+28
515
$2K ﹤0.01%
+19
516
$2K ﹤0.01%
+14
517
$2K ﹤0.01%
+8
518
$2K ﹤0.01%
+13
519
$2K ﹤0.01%
+40
520
$2K ﹤0.01%
+5
521
$2K ﹤0.01%
+7
522
$2K ﹤0.01%
+6
523
$2K ﹤0.01%
+19
524
$2K ﹤0.01%
+13
525
$2K ﹤0.01%
+6
19 20
21
22 23