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
176
$117K 0.03%
+866
177
$117K 0.03%
+413
178
$117K 0.03%
+796
179
$116K 0.03%
+1,208
180
$116K 0.03%
+881
181
$116K 0.03%
+305
182
$114K 0.03%
+2,158
183
$114K 0.03%
+601
184
$114K 0.03%
+1,553
185
$112K 0.03%
+1,264
186
$111K 0.03%
+6,556
187
$111K 0.03%
+1,274
188
$111K 0.03%
+3,725
189
$110K 0.03%
+641
190
$109K 0.03%
+1,993
191
$108K 0.03%
+504
192
$108K 0.03%
+1,535
193
$108K 0.03%
+707
194
$107K 0.03%
+1,725
195
$107K 0.03%
+410
196
$107K 0.03%
+5,140
197
$105K 0.03%
+528
198
$101K 0.02%
+1,053
199
$101K 0.02%
+3,990
200
$100K 0.02%
+1,147
6 7
8
9 10