SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3M
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$423K
3
+$396K
4
UNH icon
UnitedHealth
UNH
+$392K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$344K

Top Sells

1
+$189M
2
+$74.4M
3
+$50.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.4M
5
GWB
Great Western Bancorp, Inc.
GWB
+$491K

Sector Composition

1 Technology 22.46%
2 Healthcare 18.31%
3 Communication Services 17.22%
4 Financials 14.4%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K 0.04%
+78
152
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150
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+90
156
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+159
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158
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+41
159
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161
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162
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163
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164
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165
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167
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+50
168
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169
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+5
170
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171
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172
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173
$3K 0.03%
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174
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+17
175
$3K 0.03%
+17
5 6
7
8 9