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
151
$40K 0.02%
377
152
$40K 0.02%
451
153
$39K 0.02%
+5,000
154
$39K 0.02%
350
155
$39K 0.02%
+215
156
$39K 0.02%
+1,060
157
$39K 0.02%
950
158
$38K 0.02%
+725
159
$38K 0.02%
+250
160
$37K 0.02%
+927
161
$37K 0.02%
+300
162
$37K 0.02%
+568
163
$37K 0.02%
+670
164
$36K 0.02%
360
165
$35K 0.02%
437
166
$35K 0.02%
+650
167
$35K 0.02%
+1,000
168
$35K 0.02%
238
169
$32K 0.01%
126
170
$32K 0.01%
3,000
171
$32K 0.01%
425
172
$31K 0.01%
+717
173
$31K 0.01%
2,531
174
$31K 0.01%
+630
175
$30K 0.01%
+200
5 6
7
8 9