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
101
$10K 0.1%
+3,886
102
$10K 0.1%
+38
103
$10K 0.1%
+15
104
$10K 0.1%
+174
105
$10K 0.1%
+48
106
$10K 0.1%
+198
107
$10K 0.1%
+223
108
$9K 0.09%
+20
109
$9K 0.09%
+65
110
$9K 0.09%
+200
111
$9K 0.09%
+122
112
$8K 0.08%
+49
113
$7K 0.07%
19
-236
114
$7K 0.07%
+397
115
$7K 0.07%
+283
116
$6K 0.06%
+57
117
$6K 0.06%
18
-98
118
$6K 0.06%
+35
119
$5K 0.05%
+22
120
$5K 0.05%
+28
121
$5K 0.05%
+50
122
$5K 0.05%
+300
123
$5K 0.05%
+15
124
$5K 0.05%
13
-359
125
$5K 0.05%
+75
3 4
5
6 7