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
$227M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$28.1M
3
+$20M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.71M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.95M

Top Sells

1
+$126K
2
+$10K

Sector Composition

1 Technology 2.28%
2 Healthcare 1.52%
3 Industrials 1.34%
4 Financials 1.32%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$21K 0.01%
300
202
$20K 0.01%
194
203
$20K 0.01%
+1,500
204
$20K 0.01%
310
205
$20K 0.01%
+40
206
$20K 0.01%
+1,725
207
$19K 0.01%
+307
208
$19K 0.01%
850
209
$19K 0.01%
+4,393
210
$19K 0.01%
+225
211
$19K 0.01%
+236
212
$19K 0.01%
+122
213
$18K 0.01%
+200
214
$18K 0.01%
+1,300
215
$17K 0.01%
+458
216
$17K 0.01%
720
217
$17K 0.01%
+400
218
$16K 0.01%
97
219
$16K 0.01%
+1,110
220
$16K 0.01%
+42
221
$16K 0.01%
53
222
$16K 0.01%
75
223
$16K 0.01%
250
224
$15K 0.01%
+185
225
$15K 0.01%
+333
7 8
9
10 11