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
$51.3M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$105M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.29M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Sector Composition

1 Financials 0.25%
2 Industrials 0.17%
3 Technology 0.04%
4 Healthcare 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-88
52
– –
-52
53
– –
-68
54
– –
-37
55
– –
-1,000
56
– –
-250
57
– –
-135
58
– –
-432
59
– –
-320
60
– –
-600
61
– –
-771,879
62
– –
-26
63
– –
-24
64
– –
-21
65
– –
-16
66
– –
-3,500
67
– –
-132
68
– –
-24
69
– –
-599
70
– –
-451
71
– –
-3,480
72
– –
-19
73
– –
-26
74
– –
-1,390
75
– –
-240
1 2
3
4 5