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
76
$91K 0.04%
+402
77
$91K 0.04%
5,570
78
$87K 0.04%
1,015
79
$86K 0.04%
+238
80
$84K 0.04%
256
81
$84K 0.04%
263
82
$83K 0.04%
+1,659
83
$83K 0.04%
7,000
84
$82K 0.04%
800
85
$82K 0.04%
524
86
$82K 0.04%
+1,390
87
$81K 0.04%
+1,425
88
$80K 0.04%
+1,269
89
$79K 0.03%
947
90
$79K 0.03%
1,293
91
$73K 0.03%
+412
92
$73K 0.03%
+204
93
$73K 0.03%
+867
94
$73K 0.03%
856
95
$73K 0.03%
700
96
$71K 0.03%
+1,088
97
$70K 0.03%
+743
98
$70K 0.03%
+350
99
$69K 0.03%
+64
100
$68K 0.03%
203
2 3
4
5 6