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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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
176
$3K 0.03%
+44
177
$3K 0.03%
+62
178
$3K 0.03%
+67
179
$3K 0.03%
+19
180
$3K 0.03%
+42
181
$3K 0.03%
+24
182
$3K 0.03%
+5
183
$2K 0.02%
+14
184
$2K 0.02%
+9
185
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+26
186
$2K 0.02%
+11
187
$2K 0.02%
+42
188
$2K 0.02%
+14
189
$2K 0.02%
+53
190
$2K 0.02%
10
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191
$2K 0.02%
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192
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+8
193
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+13
194
$2K 0.02%
+49
195
$2K 0.02%
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197
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+35
198
$2K 0.02%
+1
199
$2K 0.02%
+20
200
$2K 0.02%
+35
6 7
8
9 10