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
101
$13K 0.12%
+313
102
$13K 0.12%
+93
103
$12K 0.11%
+93
104
$12K 0.11%
+2
105
$12K 0.11%
+108
106
$12K 0.11%
+54
107
$11K 0.1%
+61
108
$11K 0.1%
+18
109
$11K 0.1%
+182
110
$11K 0.1%
+58
111
$10K 0.09%
+287
112
$10K 0.09%
+88
113
$10K 0.09%
+809
114
$10K 0.09%
+25
115
$10K 0.09%
+165
116
$9K 0.08%
+65
117
$9K 0.08%
+47
118
$9K 0.08%
+92
119
$8K 0.07%
+49
120
$8K 0.07%
+35
121
$8K 0.07%
+67
122
$8K 0.07%
+19
123
$8K 0.07%
+9
124
$8K 0.07%
156
-1,084
125
$8K 0.07%
+37
3 4
5
6 7