SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
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
301
$3K ﹤0.01%
11
302
$3K ﹤0.01%
27
303
$3K ﹤0.01%
17
304
$3K ﹤0.01%
14
305
$3K ﹤0.01%
11
306
$3K ﹤0.01%
13
307
$3K ﹤0.01%
9
308
$3K ﹤0.01%
20
-846
309
$3K ﹤0.01%
32
310
$3K ﹤0.01%
16
311
$3K ﹤0.01%
42
312
$3K ﹤0.01%
21
313
$3K ﹤0.01%
13
314
$3K ﹤0.01%
5
315
$3K ﹤0.01%
19
316
$3K ﹤0.01%
8
317
$3K ﹤0.01%
32
318
$3K ﹤0.01%
33
-800
319
$3K ﹤0.01%
36
-594
320
$3K ﹤0.01%
40
321
$3K ﹤0.01%
5
322
$3K ﹤0.01%
7
+5
323
$3K ﹤0.01%
51
324
$3K ﹤0.01%
22
325
$3K ﹤0.01%
21
11 12
13
14 15