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
$372M
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$71.7M
3
+$45.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$24.5M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.06M

Top Sells

1
+$826K
2
+$711K
3
+$470K
4
META icon
Meta Platforms (Facebook)
META
+$428K
5
NVDA icon
NVIDIA
NVDA
+$420K

Sector Composition

1 Technology 0.57%
2 Healthcare 0.26%
3 Industrials 0.24%
4 Financials 0.18%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
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