SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
51
$667K 0.16%
+8,539
52
$665K 0.16%
+1,245
53
$651K 0.16%
+3,577
54
$616K 0.15%
+1,713
55
$611K 0.15%
+7,597
56
$605K 0.14%
+8,051
57
$597K 0.14%
+12,803
58
$591K 0.14%
+3,572
59
$585K 0.14%
+6,330
60
$570K 0.14%
+6,954
61
$557K 0.13%
+6,003
62
$556K 0.13%
+840
63
$549K 0.13%
+8,009
64
$540K 0.13%
+13,052
65
$533K 0.13%
+21,820
66
$527K 0.13%
+9,434
67
$517K 0.12%
+27,592
68
$513K 0.12%
+39,320
69
$509K 0.12%
+3,920
70
$505K 0.12%
+9,742
71
$481K 0.12%
+13,079
72
$479K 0.11%
+664
73
$477K 0.11%
+12,558
74
$453K 0.11%
+2,018
75
$451K 0.11%
+3,468
1 2
3
4 5