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
$483M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.4M
3
+$1.32M
4
MELI icon
Mercado Libre
MELI
+$1.3M
5
CP icon
Canadian Pacific Kansas City
CP
+$1.26M

Top Sells

1
+$535K
2
+$336K
3
+$319K
4
NVS icon
Novartis
NVS
+$280K
5
RIO icon
Rio Tinto
RIO
+$273K

Sector Composition

1 Technology 6.64%
2 Healthcare 4.44%
3 Financials 3.84%
4 Consumer Discretionary 3.27%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63K 0.01%
559
227
$57K 0.01%
583
228
$54K 0.01%
224
+39
229
$51K 0.01%
200
-625
230
$42K 0.01%
544
+450
231
$42K 0.01%
727
232
$35K 0.01%
1,004
-896
233
$34K 0.01%
2,838
234
$26K 0.01%
345
235
$22K ﹤0.01%
1,100
-1,900
236
$22K ﹤0.01%
35
237
$22K ﹤0.01%
96
238
$19K ﹤0.01%
248
239
$19K ﹤0.01%
69
+11
240
$18K ﹤0.01%
142
+14
241
$18K ﹤0.01%
146
+14
242
$18K ﹤0.01%
1,072
243
$17K ﹤0.01%
175
-161
244
$16K ﹤0.01%
167
-57
245
$16K ﹤0.01%
180
246
$16K ﹤0.01%
157
247
$15K ﹤0.01%
450
-325
248
$15K ﹤0.01%
149
249
$14K ﹤0.01%
50
250
$13K ﹤0.01%
141
8 9
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