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
$372M
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$70.8M
3
+$45.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.03M

Top Sells

1
+$826K
2
+$711K
3
+$470K
4
META icon
Meta Platforms (Facebook)
META
+$428K
5
NVDA icon
NVIDIA
NVDA
+$420K

Sector Composition

1 Technology 0.57%
2 Healthcare 0.26%
3 Industrials 0.24%
4 Financials 0.18%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70K 0.02%
+504
52
$62K 0.02%
+176
53
$59K 0.02%
+272
54
$59K 0.02%
+776
55
$51K 0.01%
+664
56
$51K 0.01%
+233
57
$50K 0.01%
+318
58
$49K 0.01%
+110
59
$48K 0.01%
461
+211
60
$48K 0.01%
+264
61
$43K 0.01%
+176
62
$42K 0.01%
+400
63
$40K 0.01%
+1,619
64
$40K 0.01%
116
+91
65
$37K 0.01%
+338
66
$32K 0.01%
169
-202
67
$27K 0.01%
+79
68
$25K 0.01%
+1,443
69
$19K 0.01%
+4,700
70
$8K ﹤0.01%
+39
71
$1K ﹤0.01%
25
-878
72
– –
-24
73
– –
-475
74
– –
-26
75
– –
-1,268
1 2
3
4 5