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
201
$100K 0.02%
+3,537
202
$98K 0.02%
+982
203
$98K 0.02%
+2,311
204
$98K 0.02%
+8,168
205
$96K 0.02%
+1,155
206
$95K 0.02%
+391
207
$95K 0.02%
+1,487
208
$95K 0.02%
+837
209
$94K 0.02%
+1,032
210
$93K 0.02%
+4,536
211
$92K 0.02%
+2,376
212
$92K 0.02%
+1,745
213
$91K 0.02%
+9,102
214
$88K 0.02%
+1,533
215
$88K 0.02%
+577
216
$88K 0.02%
+2,963
217
$88K 0.02%
+6,843
218
$87K 0.02%
+2,850
219
$82K 0.02%
+377
220
$82K 0.02%
+2,971
221
$82K 0.02%
+2,043
222
$82K 0.02%
+18,028
223
$82K 0.02%
+4,210
224
$79K 0.02%
+1,286
225
$79K 0.02%
+2,117
7 8
9
10 11