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
$11.3M
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$435K
3
+$428K
4
JPM icon
JPMorgan Chase
JPM
+$382K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$356K

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%
+13
205
$1K 0.01%
+24
206
$1K 0.01%
+24
207
$1K 0.01%
+69
208
$1K 0.01%
+39
209
– –
-600
210
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211
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-3,200
212
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-875
213
– –
-1,700
214
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215
$0 ﹤0.01%
+25
216
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-478,034
217
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-508,624
218
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-2,700
219
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-1,474,136
220
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221
– –
-1,000
222
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-200
223
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224
– –
-475
225
– –
-300
7 8
9
10 11