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
$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
1
$139M 61.29%
+424,294
2
$28.1M 12.35%
+771,879
3
$20M 8.79%
+157,189
4
$9.71M 4.27%
+266,052
5
$1.95M 0.86%
+40,500
6
$1.53M 0.67%
+17,500
7
$1.11M 0.49%
+8,008
8
$987K 0.43%
+4,239
9
$986K 0.43%
+20,000
10
$975K 0.43%
+12,000
11
$966K 0.43%
+20,000
12
$696K 0.31%
+6,160
13
$536K 0.24%
1,500
14
$501K 0.22%
5,240
15
$493K 0.22%
4,965
16
$478K 0.21%
947
17
$410K 0.18%
+2,761
18
$397K 0.17%
+2,428
19
$389K 0.17%
+9,672
20
$367K 0.16%
+3,796
21
$337K 0.15%
+3,310
22
$329K 0.14%
+4,583
23
$309K 0.14%
+1,850
24
$303K 0.13%
+5,050
25
$296K 0.13%
+2,050
1
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