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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
376
$2K ﹤0.01%
+11
377
$2K ﹤0.01%
28
378
$2K ﹤0.01%
11
379
$2K ﹤0.01%
+6
380
$2K ﹤0.01%
51
381
$2K ﹤0.01%
2
382
$2K ﹤0.01%
+4
383
$2K ﹤0.01%
32
384
$2K ﹤0.01%
+62
385
$2K ﹤0.01%
14
386
$2K ﹤0.01%
+9
387
$2K ﹤0.01%
16
388
$2K ﹤0.01%
+8
389
$2K ﹤0.01%
45
390
$2K ﹤0.01%
21
391
$2K ﹤0.01%
+30
392
$2K ﹤0.01%
40
393
$2K ﹤0.01%
29
-1,504
394
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8
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5
396
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13
397
$2K ﹤0.01%
5
398
$2K ﹤0.01%
+8
399
$2K ﹤0.01%
9
-432
400
$2K ﹤0.01%
7
-438
14 15
16
17 18