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
376
$2K ﹤0.01%
+37
377
$2K ﹤0.01%
67
378
$2K ﹤0.01%
+10
379
$2K ﹤0.01%
10
380
$2K ﹤0.01%
35
381
$2K ﹤0.01%
10
382
$2K ﹤0.01%
17
383
$2K ﹤0.01%
29
384
$2K ﹤0.01%
9
385
$2K ﹤0.01%
11
386
$2K ﹤0.01%
5
387
$2K ﹤0.01%
46
388
$2K ﹤0.01%
+11
389
$2K ﹤0.01%
32
390
$2K ﹤0.01%
+62
391
$2K ﹤0.01%
14
392
$2K ﹤0.01%
+9
393
$2K ﹤0.01%
16
394
$2K ﹤0.01%
+8
395
$2K ﹤0.01%
45
396
$2K ﹤0.01%
21
397
$2K ﹤0.01%
+30
398
$2K ﹤0.01%
40
399
$2K ﹤0.01%
29
-1,504
400
$2K ﹤0.01%
8
14 15
16
17 18