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
126
$192K 0.05%
+1,395
127
$192K 0.05%
+682
128
$186K 0.04%
+1,505
129
$181K 0.04%
+7,760
130
$180K 0.04%
+491
131
$177K 0.04%
+4,258
132
$173K 0.04%
+3,609
133
$172K 0.04%
+947
134
$170K 0.04%
+622
135
$168K 0.04%
+2,034
136
$168K 0.04%
+1,199
137
$164K 0.04%
+723
138
$162K 0.04%
+2,017
139
$162K 0.04%
+3,355
140
$161K 0.04%
+807
141
$160K 0.04%
+1,205
142
$159K 0.04%
+447
143
$159K 0.04%
+4,734
144
$158K 0.04%
+3,919
145
$157K 0.04%
+13,350
146
$155K 0.04%
+25,137
147
$154K 0.04%
+4,275
148
$153K 0.04%
+534
149
$152K 0.04%
+2,445
150
$147K 0.04%
+1,129
4 5
6
7 8