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
101
$66K 0.03%
+880
102
$66K 0.03%
1,098
103
$65K 0.03%
+2,965
104
$64K 0.03%
+526
105
$63K 0.03%
+2,360
106
$63K 0.03%
+322
107
$63K 0.03%
+288
108
$61K 0.03%
494
109
$61K 0.03%
+233
110
$60K 0.03%
432
111
$59K 0.03%
528
112
$59K 0.03%
+500
113
$59K 0.03%
1,000
114
$59K 0.03%
+240
115
$57K 0.03%
+615
116
$57K 0.03%
924
117
$56K 0.02%
279
118
$56K 0.02%
335
119
$55K 0.02%
+600
120
$55K 0.02%
1,861
121
$55K 0.02%
+700
122
$54K 0.02%
+1,000
123
$53K 0.02%
+500
124
$53K 0.02%
+800
125
$53K 0.02%
+1,135
3 4
5
6 7