SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$78M
3
+$51M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.91%
2 Healthcare 3.85%
3 Financials 3.36%
4 Communication Services 2.91%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$146K 0.03%
+2,783
152
$146K 0.03%
+1,016
153
$145K 0.03%
+2,354
154
$145K 0.03%
+699
155
$144K 0.03%
+576
156
$143K 0.03%
+543
157
$142K 0.03%
+313
158
$141K 0.03%
+4,673
159
$140K 0.03%
+878
160
$137K 0.03%
+1,646
161
$135K 0.03%
+1,366
162
$134K 0.03%
+349
163
$133K 0.03%
+778
164
$129K 0.03%
+6,380
165
$125K 0.03%
+814
166
$125K 0.03%
+1,026
167
$125K 0.03%
+2,450
168
$123K 0.03%
+3,864
169
$123K 0.03%
+108
170
$123K 0.03%
+2,117
171
$120K 0.03%
+1,704
172
$119K 0.03%
+2,175
173
$119K 0.03%
+10,795
174
$119K 0.03%
+558
175
$118K 0.03%
+454
5 6
7
8 9