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
$372M
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

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

Top Sells

1
+$826K
2
+$711K
3
+$470K
4
META icon
Meta Platforms (Facebook)
META
+$428K
5
NVDA icon
NVIDIA
NVDA
+$420K

Sector Composition

1 Technology 0.57%
2 Healthcare 0.26%
3 Industrials 0.24%
4 Financials 0.18%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-78
102
– –
-56
103
– –
-710
104
– –
-575
105
– –
-162
106
– –
-182
107
– –
-71
108
– –
-5
109
– –
-232
110
– –
-31
111
– –
-11
112
– –
-450
113
– –
-17
114
– –
-930
115
– –
-126
116
– –
-17
117
– –
-25
118
– –
-1,170
119
– –
-53
120
– –
-1,415
121
– –
-25
122
– –
-54
123
– –
-1,031
124
– –
-5,111
125
– –
-9
3 4
5
6 7