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
426
$2K ﹤0.01%
32
427
$2K ﹤0.01%
+62
428
$2K ﹤0.01%
14
429
$2K ﹤0.01%
+9
430
$2K ﹤0.01%
16
431
$2K ﹤0.01%
+8
432
$2K ﹤0.01%
45
433
$2K ﹤0.01%
21
434
$2K ﹤0.01%
+30
435
$2K ﹤0.01%
40
436
$2K ﹤0.01%
29
-1,504
437
$2K ﹤0.01%
8
438
$2K ﹤0.01%
5
439
$2K ﹤0.01%
13
440
$2K ﹤0.01%
5
441
$2K ﹤0.01%
+8
442
$2K ﹤0.01%
9
-432
443
$2K ﹤0.01%
7
-438
444
$2K ﹤0.01%
24
445
$2K ﹤0.01%
24
446
$2K ﹤0.01%
9
447
$2K ﹤0.01%
40
448
$2K ﹤0.01%
21
449
$2K ﹤0.01%
5
450
$2K ﹤0.01%
+6
16 17
18
19 20