We are live on ! Find out more
SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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
+$11.3M
2
+$1.34M
3
+$1.28M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.27M
5
MELI icon
Mercado Libre
MELI
+$1.23M

Top Sells

1
+$467K
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
276
$4K ﹤0.01%
41
277
$4K ﹤0.01%
26
278
$4K ﹤0.01%
66
279
$4K ﹤0.01%
84
280
$4K ﹤0.01%
14
281
$4K ﹤0.01%
31
282
$4K ﹤0.01%
40
283
$4K ﹤0.01%
120
284
$4K ﹤0.01%
16
285
$4K ﹤0.01%
28
286
$4K ﹤0.01%
18
287
$4K ﹤0.01%
11
288
$4K ﹤0.01%
50
289
$3K ﹤0.01%
37
290
$3K ﹤0.01%
10
291
$3K ﹤0.01%
39
292
$3K ﹤0.01%
19
293
$3K ﹤0.01%
11
294
$3K ﹤0.01%
27
295
$3K ﹤0.01%
17
296
$3K ﹤0.01%
14
297
$3K ﹤0.01%
11
298
$3K ﹤0.01%
13
299
$3K ﹤0.01%
9
300
$3K ﹤0.01%
20
-846
10 11
12
13 14