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
$11.3M
AUM Growth
-$333M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$739K
2
+$435K
3
+$428K
4
JPM icon
JPMorgan Chase
JPM
+$382K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$356K

Top Sells

1
+$189M
2
+$74.4M
3
+$50.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.4M
5
GWB
Great Western Bancorp, Inc.
GWB
+$491K

Sector Composition

1 Technology 22.46%
2 Healthcare 18.31%
3 Communication Services 17.22%
4 Financials 14.4%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$826K 7.33%
5,700
+5,100
2
$711K 6.31%
1,415
+865
3
$470K 4.17%
2,966
+2,411
4
$428K 3.8%
+1,273
5
$420K 3.73%
14,280
+10,280
6
$376K 3.34%
2,600
+900
7
$356K 3.16%
+750
8
$342K 3.03%
+951
9
$271K 2.4%
4,270
+3,140
10
$216K 1.92%
+612
11
$213K 1.89%
+3,331
12
$213K 1.89%
1,644
+844
13
$206K 1.83%
1,993
+993
14
$200K 1.77%
1,344
+746
15
$199K 1.77%
+307
16
$188K 1.67%
+332
17
$182K 1.61%
+716
18
$180K 1.6%
+614
19
$144K 1.28%
+696
20
$143K 1.27%
+2,150
21
$140K 1.24%
1,300
+500
22
$134K 1.19%
+710
23
$133K 1.18%
+1,235
24
$131K 1.16%
+680
25
$127K 1.13%
+917
1
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