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
$10.1M
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$617K
2
+$476K
3
+$464K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$343K
5
V icon
Visa
V
+$314K

Top Sells

1
+$224M
2
+$70.8M
3
+$45.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.03M

Sector Composition

1 Technology 18.79%
2 Healthcare 17.74%
3 Communication Services 14.45%
4 Financials 14.17%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K 0.01%
+47
202
$1K 0.01%
+67
203
$1K 0.01%
+56
204
$1K 0.01%
+8
205
$1K 0.01%
+73
206
$1K 0.01%
+42
207
$1K 0.01%
+5
208
$1K 0.01%
+31
209
$1K 0.01%
+45
210
$1K 0.01%
+21
211
$1K 0.01%
+21
212
$1K 0.01%
+42
213
$1K 0.01%
+26
214
$1K 0.01%
+19
215
– –
-262
216
– –
-176
217
– –
-2,235
218
– –
-1,239
219
– –
-776
220
– –
-110
221
– –
-1,474,136
222
$0 ﹤0.01%
+16
223
– –
-3,500
224
– –
-538,948
225
– –
-39
7 8
9
10 11