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
$10.1M
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$486K
3
+$408K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$317K
5
V icon
Visa
V
+$299K

Top Sells

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

Sector Composition

1 Technology 18.79%
2 Healthcare 17.74%
3 Communication Services 14.45%
4 Financials 14.17%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$57K 0.56%
+800
52
$56K 0.55%
+4,500
53
$56K 0.55%
+494
54
$54K 0.54%
+2,000
55
$54K 0.54%
+432
56
$51K 0.51%
279
+110
57
$47K 0.47%
+1,500
58
$46K 0.46%
+245
59
$46K 0.46%
+1,098
60
$45K 0.45%
+451
61
$43K 0.43%
+950
62
$42K 0.42%
+88
63
$40K 0.4%
+437
64
$39K 0.39%
+350
65
$37K 0.37%
+377
66
$36K 0.36%
+425
67
$35K 0.35%
+126
68
$35K 0.35%
+2,531
69
$35K 0.35%
+238
70
$33K 0.33%
+1,379
71
$33K 0.33%
+3,000
72
$30K 0.3%
+83
73
$29K 0.29%
+697
74
$27K 0.27%
+560
75
$27K 0.27%
+800
1 2
3
4 5