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

Top Buys

1
+$571K
2
+$486K
3
+$408K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$317K
5
V icon
Visa
V
+$299K

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%
+67
202
$1K 0.01%
+56
203
$1K 0.01%
+8
204
$1K 0.01%
+73
205
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+75
206
$1K 0.01%
+42
207
$1K 0.01%
+5
208
$1K 0.01%
+31
209
$1K 0.01%
+88
210
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+45
211
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212
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+21
213
$1K 0.01%
+42
214
$1K 0.01%
+26
215
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216
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217
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$0 ﹤0.01%
+2
221
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$0 ﹤0.01%
+4
224
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225
– –
-1,645
7 8
9
10 11