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
$11.3M
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$435K
3
+$428K
4
JPM icon
JPMorgan Chase
JPM
+$382K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$356K

Top Sells

1
+$189M
2
+$74.4M
3
+$50.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.4M
5
GWB
Great Western Bancorp, Inc.
GWB
+$491K

Sector Composition

1 Technology 22.46%
2 Healthcare 18.31%
3 Communication Services 17.22%
4 Financials 14.4%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54K 0.48%
+374
52
$54K 0.48%
+930
53
$50K 0.44%
+1,179
54
$47K 0.42%
903
+878
55
$46K 0.41%
+340
56
$45K 0.4%
+183
57
$45K 0.4%
+525
58
$45K 0.4%
683
+508
59
$44K 0.39%
+1,202
60
$43K 0.38%
+232
61
$41K 0.36%
+450
62
$40K 0.35%
+1,212
63
$40K 0.35%
+660
64
$39K 0.35%
+438
65
$38K 0.34%
+3,040
66
$38K 0.34%
+437
67
$37K 0.33%
+729
68
$36K 0.32%
+1,284
69
$36K 0.32%
+642
70
$35K 0.31%
+372
71
$35K 0.31%
+593
72
$32K 0.28%
+412
73
$32K 0.28%
+200
74
$31K 0.28%
+140
75
$30K 0.27%
+372
1 2
3
4 5