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%
+28
202
$2K 0.02%
+78
203
$2K 0.02%
+13
204
$1K 0.01%
+24
205
$1K 0.01%
+39
206
$1K 0.01%
+13
207
$1K 0.01%
+24
208
$1K 0.01%
+69
209
– –
-600
210
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211
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-1,000
212
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213
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214
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215
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216
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217
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218
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219
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222
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223
– –
-2,525
224
– –
-3,310
225
– –
-825
7 8
9
10 11