SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$78M
3
+$51M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.91%
2 Healthcare 3.85%
3 Financials 3.36%
4 Communication Services 2.91%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$141M 33.73%
+410,384
2
$78M 18.66%
+1,653,196
3
$51M 12.19%
+309,651
4
$28.9M 6.91%
+576,788
5
$12.7M 3.03%
+33,842
6
$4.5M 1.08%
+27,660
7
$3.86M 0.92%
+17,353
8
$2.98M 0.71%
+13,630
9
$2.48M 0.59%
+27,000
10
$2.48M 0.59%
+14,046
11
$2.45M 0.59%
+18,470
12
$1.96M 0.47%
+5,585
13
$1.88M 0.45%
+21,440
14
$1.73M 0.41%
+13,616
15
$1.73M 0.41%
+7,971
16
$1.73M 0.41%
+8,665
17
$1.63M 0.39%
+6,128
18
$1.46M 0.35%
+2,653
19
$1.42M 0.34%
+2,628
20
$1.39M 0.33%
+8,263
21
$1.37M 0.33%
+6,287
22
$1.28M 0.31%
+4,705
23
$1.26M 0.3%
+14,440
24
$1.25M 0.3%
+5,351
25
$1.15M 0.28%
+7,321
1
2 3 4 5