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
$11.3M
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$435K
3
+$428K
4
JPM icon
JPMorgan Chase
JPM
+$382K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$356K

Top Sells

1
+$189M
2
+$74.4M
3
+$50.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.4M
5
GWB
Great Western Bancorp, Inc.
GWB
+$491K

Sector Composition

1 Technology 22.46%
2 Healthcare 18.31%
3 Communication Services 17.22%
4 Financials 14.4%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.27%
+250
77
$27K 0.24%
+510
78
$27K 0.24%
+966
79
$27K 0.24%
+75
80
$26K 0.23%
+11
81
$26K 0.23%
+1,031
82
$25K 0.22%
+1,268
83
$25K 0.22%
+100
84
$25K 0.22%
+162
85
$24K 0.21%
+136
86
$24K 0.21%
+117
87
$21K 0.19%
+232
88
$21K 0.19%
+282
89
$21K 0.19%
+462
90
$19K 0.17%
+69
91
$19K 0.17%
+268
92
$19K 0.17%
+55
93
$18K 0.16%
+3,039
94
$17K 0.15%
+20
95
$17K 0.15%
450
96
$16K 0.14%
+616
97
$16K 0.14%
+6,289
98
$16K 0.14%
+642
99
$14K 0.12%
+428
100
$13K 0.12%
+4,632
2 3
4
5 6