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
$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
201
$2K 0.02%
10
-140
202
$2K 0.02%
+29
203
$2K 0.02%
+8
204
$1K 0.01%
+39
205
$1K 0.01%
+13
206
$1K 0.01%
+24
207
$1K 0.01%
+69
208
$1K 0.01%
+24
209
– –
-600
210
– –
-200
211
– –
-3,200
212
– –
-875
213
– –
-1,700
214
– –
-2,700
215
– –
-200
216
– –
-2,660
217
– –
-1,000
218
– –
-215
219
– –
-475
220
– –
-300
221
– –
-1,400
222
– –
-1,100
223
– –
-455
224
– –
-800
225
– –
-500
7 8
9
10 11