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
76
$26K 0.26%
400
77
$26K 0.26%
+360
78
$26K 0.26%
+310
79
$24K 0.24%
+348
80
$24K 0.24%
+699
81
$24K 0.24%
+447
82
$24K 0.24%
+300
83
$23K 0.23%
+497
84
$23K 0.23%
+250
85
$21K 0.21%
+194
86
$21K 0.21%
+850
87
$19K 0.19%
+1,073
88
$19K 0.19%
+2,000
89
$18K 0.18%
+53
90
$17K 0.17%
+97
91
$14K 0.14%
+201
92
$14K 0.14%
+75
93
$13K 0.13%
+5,659
94
$13K 0.13%
+72
95
$13K 0.13%
+76
96
$12K 0.12%
+2,552
97
$12K 0.12%
+7
98
$12K 0.12%
+400
99
$11K 0.11%
+39
100
$11K 0.11%
+795
2 3
4
5 6