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
176
$29K 0.01%
1,379
177
$29K 0.01%
+762
178
$29K 0.01%
+1,000
179
$27K 0.01%
+241
180
$27K 0.01%
+2,600
181
$26K 0.01%
+959
182
$26K 0.01%
+136
183
$26K 0.01%
800
184
$26K 0.01%
+267
185
$26K 0.01%
+126
186
$25K 0.01%
+300
187
$25K 0.01%
560
188
$25K 0.01%
697
189
$25K 0.01%
+350
190
$25K 0.01%
+307
191
$24K 0.01%
+1,500
192
$23K 0.01%
83
193
$23K 0.01%
348
194
$23K 0.01%
699
195
$23K 0.01%
1,073
196
$23K 0.01%
+900
197
$23K 0.01%
+782
198
$22K 0.01%
400
199
$22K 0.01%
+320
200
$21K 0.01%
+179
6 7
8
9 10