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
$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
+$105M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.29M
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
– –
-20
127
– –
-39
128
– –
-762
129
– –
-69
130
– –
-5,050
131
– –
-600
132
– –
-750
133
– –
-2,900
134
– –
-5,240
135
– –
-57
136
– –
-447
137
– –
-856
138
– –
-348
139
– –
-15
140
– –
-218
141
– –
-559
142
– –
-18
143
– –
-57
144
– –
-1,850
145
– –
-4,000
146
– –
-21
147
– –
-5
148
– –
-27
149
– –
-1,073
150
– –
-155
4 5
6
7 8