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
101
$263K 0.06%
+1,032
102
$262K 0.06%
+4,931
103
$262K 0.06%
+3,840
104
$262K 0.06%
+772
105
$259K 0.06%
+1,733
106
$256K 0.06%
+1,840
107
$245K 0.06%
+1,668
108
$244K 0.06%
+656
109
$241K 0.06%
+3,207
110
$232K 0.06%
+2,460
111
$231K 0.06%
+2,461
112
$225K 0.05%
+4,543
113
$222K 0.05%
+2,873
114
$221K 0.05%
+1,245
115
$220K 0.05%
+1,484
116
$215K 0.05%
+2,680
117
$214K 0.05%
+5,195
118
$213K 0.05%
+1,504
119
$213K 0.05%
+1,952
120
$210K 0.05%
+2,485
121
$210K 0.05%
+537
122
$209K 0.05%
+1,466
123
$203K 0.05%
+1,623
124
$200K 0.05%
+51,181
125
$193K 0.05%
+6,408
3 4
5
6 7