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
526
$2K ﹤0.01%
+12
527
$2K ﹤0.01%
+4
528
$2K ﹤0.01%
+51
529
$2K ﹤0.01%
+24
530
$1K ﹤0.01%
+13
531
$1K ﹤0.01%
+25
532
$1K ﹤0.01%
+21
533
$1K ﹤0.01%
+40
534
$1K ﹤0.01%
+21
535
$1K ﹤0.01%
+8
536
$1K ﹤0.01%
+40
537
$1K ﹤0.01%
+12
538
$1K ﹤0.01%
+8
539
$1K ﹤0.01%
+72
540
$1K ﹤0.01%
+7
541
$1K ﹤0.01%
+14
542
$1K ﹤0.01%
+7
543
$1K ﹤0.01%
+7
544
$1K ﹤0.01%
+18
545
$1K ﹤0.01%
+15
546
$1K ﹤0.01%
+9
547
$1K ﹤0.01%
+15
548
$1K ﹤0.01%
+16
549
$1K ﹤0.01%
+11
550
$1K ﹤0.01%
+38