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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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%
+3
202
$1K 0.01%
+22
203
$1K 0.01%
+24
204
$1K 0.01%
+67
205
$1K 0.01%
+56
206
$1K 0.01%
+8
207
$1K 0.01%
+73
208
$1K 0.01%
+42
209
$1K 0.01%
+45
210
$1K 0.01%
+21
211
$1K 0.01%
+26
212
$1K 0.01%
+23
213
$1K 0.01%
+19
214
$1K 0.01%
+75
215
– –
-338
216
– –
-4,940
217
$0 ﹤0.01%
+4
218
– –
-664
219
– –
-1,645
220
– –
-354
221
– –
-657
222
– –
-295
223
– –
-7,500
224
– –
-3,310
225
– –
-291
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