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
$227M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Top Sells

1
+$126K
2
+$10K

Sector Composition

1 Technology 2.28%
2 Healthcare 1.52%
3 Industrials 1.34%
4 Financials 1.32%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$151K 0.07%
3,210
52
$150K 0.07%
1,046
53
$150K 0.07%
+3,480
54
$149K 0.07%
821
55
$144K 0.06%
+2,881
56
$139K 0.06%
1,027
57
$138K 0.06%
1,605
58
$134K 0.06%
+3,500
59
$132K 0.06%
980
60
$132K 0.06%
+500
61
$129K 0.06%
+900
62
$127K 0.06%
+4,000
63
$123K 0.05%
1,700
64
$122K 0.05%
567
65
$122K 0.05%
+456
66
$119K 0.05%
+1,622
67
$116K 0.05%
750
68
$116K 0.05%
+1,173
69
$115K 0.05%
432
70
$114K 0.05%
+1,900
71
$111K 0.05%
+569
72
$108K 0.05%
1,117
73
$101K 0.04%
+47
74
$93K 0.04%
2,321
75
$93K 0.04%
2,439
1 2
3
4 5