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
$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
126
$52K 0.02%
2,000
127
$52K 0.02%
+600
128
$52K 0.02%
399
129
$52K 0.02%
+343
130
$51K 0.02%
800
131
$50K 0.02%
+225
132
$49K 0.02%
+691
133
$49K 0.02%
+144
134
$48K 0.02%
+218
135
$48K 0.02%
+210
136
$48K 0.02%
4,500
137
$48K 0.02%
+683
138
$47K 0.02%
1,500
139
$47K 0.02%
245
140
$46K 0.02%
+600
141
$46K 0.02%
+152
142
$46K 0.02%
+647
143
$46K 0.02%
3,000
144
$44K 0.02%
1,000
145
$42K 0.02%
88
146
$42K 0.02%
+400
147
$42K 0.02%
+382
148
$41K 0.02%
+122
149
$41K 0.02%
+301
150
$40K 0.02%
+1,200
4 5
6
7 8