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
$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
126
$5K 0.05%
+100
127
$4K 0.04%
+32
128
$4K 0.04%
+24
129
$4K 0.04%
+96
130
$4K 0.04%
+6
131
$4K 0.04%
+37
132
$4K 0.04%
+29
133
$4K 0.04%
+70
134
$4K 0.04%
+65
135
$4K 0.04%
39
-579
136
$3K 0.03%
+23
137
$3K 0.03%
+22
138
$3K 0.03%
+20
139
$3K 0.03%
+35
140
$3K 0.03%
+8
141
$3K 0.03%
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142
$3K 0.03%
+89
143
$3K 0.03%
+155
144
$3K 0.03%
11
-397
145
$3K 0.03%
+22
146
$3K 0.03%
38
-1,715
147
$3K 0.03%
+14
148
$3K 0.03%
+10
149
$3K 0.03%
+11
150
$3K 0.03%
+24
4 5
6
7 8