SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
This Quarter Return
+10.46%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
–
10 Year Return
–
AUM
$62.1M
AUM Growth
+$62.1M
(+10%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$726B
| $54.7M | 87.98% | 125,136 | – | – |
|
2
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $7.47M | 12.02% | 181,722 | – | – |
|