SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
1-Year Return
14.07%
This Quarter Return
-5.89%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
–
10 Year Return
–
AUM
$372M
AUM Growth
+$361M
(+3,204%)
Cap. Flow
+$361M
Cap. Flow
% of AUM
96.99%
Top 10 Holdings %
Top 10 Hldgs %
98.45%
Holding
267
New
57
Increased
9
Reduced
4
Closed
195
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$224M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$70.8M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$45.7M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$23.5M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.03M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$826K |
| 2 |
UnitedHealth
UNH
|
$711K |
| 3 |
JPMorgan Chase
JPM
|
$470K |
| 4 |
Meta Platforms (Facebook)
META
|
$428K |
| 5 |
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% |
