SFO

Standard Family Office Portfolio holdings

AUM $92.3M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
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
326
$3K ﹤0.01%
8
327
$3K ﹤0.01%
38
328
$3K ﹤0.01%
49
329
$3K ﹤0.01%
17
-820
330
$3K ﹤0.01%
26
331
$2K ﹤0.01%
+11
332
$2K ﹤0.01%
7
-438
333
$2K ﹤0.01%
+13
334
$2K ﹤0.01%
+80
335
$2K ﹤0.01%
+5
336
$2K ﹤0.01%
72
337
$2K ﹤0.01%
21
338
$2K ﹤0.01%
23
339
$2K ﹤0.01%
17
340
$2K ﹤0.01%
3
341
$2K ﹤0.01%
+17
342
$2K ﹤0.01%
+147
343
$2K ﹤0.01%
25
344
$2K ﹤0.01%
+37
345
$2K ﹤0.01%
5
346
$2K ﹤0.01%
46
347
$2K ﹤0.01%
+8
348
$2K ﹤0.01%
45
349
$2K ﹤0.01%
28
350
$2K ﹤0.01%
8
12 13
14
15 16