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
$418M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$78M
3
+$51M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.91%
2 Healthcare 3.85%
3 Financials 3.36%
4 Communication Services 2.91%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.11%
+5,540
77
$438K 0.1%
+9,391
78
$438K 0.1%
+20,166
79
$410K 0.1%
+2,412
80
$394K 0.09%
+2,643
81
$393K 0.09%
+4,183
82
$379K 0.09%
+1,452
83
$379K 0.09%
+3,131
84
$378K 0.09%
+3,310
85
$372K 0.09%
+1,589
86
$353K 0.08%
+7,753
87
$351K 0.08%
+3,080
88
$349K 0.08%
+3,823
89
$336K 0.08%
+5,719
90
$335K 0.08%
+1,475
91
$326K 0.08%
+5,603
92
$326K 0.08%
+3,047
93
$324K 0.08%
+3,265
94
$309K 0.07%
+6,199
95
$298K 0.07%
+1,813
96
$288K 0.07%
+1,474
97
$281K 0.07%
+7,150
98
$278K 0.07%
+3,741
99
$271K 0.06%
+957
100
$268K 0.06%
+1,668
2 3
4
5 6