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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
$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%
+47
502
$2K ﹤0.01%
+9
503
$2K ﹤0.01%
+19
504
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+25
505
$2K ﹤0.01%
+19
506
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+26
507
$2K ﹤0.01%
+18
508
$2K ﹤0.01%
+49
509
$2K ﹤0.01%
+6
510
$2K ﹤0.01%
+16
511
$2K ﹤0.01%
+49
512
$2K ﹤0.01%
+11
513
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+42
514
$2K ﹤0.01%
+35
515
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+13
516
$2K ﹤0.01%
+66
517
$2K ﹤0.01%
+9
518
$2K ﹤0.01%
+14
519
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+67
520
$2K ﹤0.01%
+10
521
$2K ﹤0.01%
+6
522
$2K ﹤0.01%
+23
523
$2K ﹤0.01%
+23
524
$2K ﹤0.01%
+28
525
$2K ﹤0.01%
+11
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