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
126
$8K 0.07%
+110
127
$7K 0.06%
+40
128
$7K 0.06%
+38
129
$7K 0.06%
+14
130
$7K 0.06%
+373
131
$7K 0.06%
+56
132
$7K 0.06%
+31
133
$7K 0.06%
+23
134
$6K 0.05%
+37
135
$6K 0.05%
+68
136
$6K 0.05%
+824
137
$6K 0.05%
+31
138
$6K 0.05%
+39
139
$5K 0.04%
+49
140
$5K 0.04%
+119
141
$5K 0.04%
+50
142
$5K 0.04%
+171
143
$5K 0.04%
+19
144
$5K 0.04%
+13
145
$5K 0.04%
+33
146
$5K 0.04%
+71
147
$5K 0.04%
+25
148
$5K 0.04%
+1,042
149
$4K 0.04%
+16
150
$4K 0.04%
+92
4 5
6
7 8