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
251
$13K ﹤0.01%
36
252
$12K ﹤0.01%
21
253
$12K ﹤0.01%
48
254
$12K ﹤0.01%
25
255
$12K ﹤0.01%
163
256
$12K ﹤0.01%
155
257
$10K ﹤0.01%
120
+22
258
$8K ﹤0.01%
34
259
$8K ﹤0.01%
146
-2,027
260
$8K ﹤0.01%
35
261
$8K ﹤0.01%
51
+13
262
$8K ﹤0.01%
171
263
$7K ﹤0.01%
99
-1,626
264
$7K ﹤0.01%
18
+4
265
$6K ﹤0.01%
16
266
$6K ﹤0.01%
150
267
$5K ﹤0.01%
38
268
$5K ﹤0.01%
19
269
$5K ﹤0.01%
60
+45
270
$5K ﹤0.01%
62
271
$5K ﹤0.01%
69
272
$5K ﹤0.01%
63
273
$5K ﹤0.01%
11
274
$4K ﹤0.01%
2
275
$4K ﹤0.01%
18
9 10
11
12 13