We are live on ! Find out more
SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.3M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$106M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.22M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Sector Composition

1 Financials 0.25%
2 Industrials 0.17%
3 Technology 0.04%
4 Healthcare 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-83
127
– –
-13
128
– –
-46
129
– –
-25
130
– –
-691
131
– –
-77
132
– –
-24
133
– –
-900
134
– –
-60
135
– –
-47
136
– –
-800
137
– –
-4,329
138
– –
-2
139
– –
-35
140
– –
-28
141
– –
-97
142
– –
-55
143
– –
-1,000
144
– –
-15
145
– –
-1,088
146
– –
-1,379
147
– –
-18
148
– –
-22,000
149
– –
-20
150
– –
-34
4 5
6
7 8