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
$10.1M
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$476K
3
+$464K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$343K
5
V icon
Visa
V
+$314K

Top Sells

1
+$224M
2
+$70.8M
3
+$45.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.03M

Sector Composition

1 Technology 18.79%
2 Healthcare 17.74%
3 Communication Services 14.45%
4 Financials 14.17%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K 0.02%
+43
177
$2K 0.02%
+22
178
$2K 0.02%
+77
179
$2K 0.02%
28
-820
180
$2K 0.02%
+37
181
$2K 0.02%
+22
182
$2K 0.02%
+5
183
$2K 0.02%
+20
184
$2K 0.02%
+26
185
$2K 0.02%
+55
186
$2K 0.02%
+11
187
$2K 0.02%
+30
188
$2K 0.02%
+22
189
$1K 0.01%
+23
190
$1K 0.01%
+88
191
$1K 0.01%
+75
192
$1K 0.01%
+70
193
$1K 0.01%
+10
194
$1K 0.01%
+40
195
$1K 0.01%
+33
196
$1K 0.01%
+28
197
$1K 0.01%
+3
198
$1K 0.01%
+22
199
$1K 0.01%
+24
200
$1K 0.01%
+12
6 7
8
9 10