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
$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
1
$571K 5.66%
+5,240
2
$566K 5.61%
1,500
+750
3
$486K 4.82%
+947
4
$408K 4.04%
+4,965
5
$317K 3.14%
+2,900
6
$299K 2.96%
+1,517
7
$270K 2.68%
+22,000
8
$245K 2.43%
2,832
+1,588
9
$244K 2.42%
+2,257
10
$240K 2.38%
+762
11
$232K 2.3%
+15,280
12
$212K 2.1%
+2,363
13
$210K 2.08%
+442
14
$188K 1.86%
+1,671
15
$183K 1.81%
2,139
+600
16
$175K 1.73%
+2,064
17
$173K 1.71%
+1,046
18
$166K 1.65%
+1,027
19
$161K 1.6%
+821
20
$150K 1.49%
+980
21
$145K 1.44%
+567
22
$135K 1.34%
+3,210
23
$126K 1.25%
+750
24
$126K 1.25%
+8,000
25
$124K 1.23%
2,439
+2,414
1
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