We are live on ! Find out more
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
$51.3M
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$106M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.22M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Sector Composition

1 Financials 0.25%
2 Industrials 0.17%
3 Technology 0.04%
4 Healthcare 0.03%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-39
177
– –
-609
178
– –
-1,500
179
– –
-42
180
– –
-32
181
– –
-725
182
– –
-136
183
– –
-24
184
– –
-19
185
– –
-7
186
– –
-36
187
– –
-2,257
188
– –
-120
189
– –
-77
190
– –
-256
191
– –
-29
192
– –
-8
193
– –
-44
194
– –
-1,140
195
– –
-5,755
196
– –
-1,354
197
– –
-124
198
– –
-28
199
– –
-200
200
– –
-950
6 7
8
9 10