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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
526
$2K ﹤0.01%
+34
527
$2K ﹤0.01%
+51
528
$2K ﹤0.01%
+24
529
$2K ﹤0.01%
+8
530
$1K ﹤0.01%
+18
531
$1K ﹤0.01%
+11
532
$1K ﹤0.01%
+20
533
$1K ﹤0.01%
+11
534
$1K ﹤0.01%
+19
535
$1K ﹤0.01%
+9
536
$1K ﹤0.01%
+3
537
$1K ﹤0.01%
+16
538
$1K ﹤0.01%
+14
539
$1K ﹤0.01%
+40
540
$1K ﹤0.01%
+21
541
$1K ﹤0.01%
+8
542
$1K ﹤0.01%
+40
543
$1K ﹤0.01%
+12
544
$1K ﹤0.01%
+50
545
$1K ﹤0.01%
+4
546
$1K ﹤0.01%
+8
547
$1K ﹤0.01%
+72
548
$1K ﹤0.01%
+7
549
$1K ﹤0.01%
+11
550
$1K ﹤0.01%
+15
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