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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
451
$2K ﹤0.01%
28
452
$2K ﹤0.01%
8
453
$2K ﹤0.01%
20
454
$2K ﹤0.01%
24
455
$2K ﹤0.01%
52
456
$2K ﹤0.01%
9
457
$2K ﹤0.01%
8
458
$1K ﹤0.01%
7
459
$1K ﹤0.01%
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12
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36
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6
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+18
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53
467
$1K ﹤0.01%
10
468
$1K ﹤0.01%
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469
$1K ﹤0.01%
27
470
$1K ﹤0.01%
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471
$1K ﹤0.01%
11
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$1K ﹤0.01%
40
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$1K ﹤0.01%
2
474
$1K ﹤0.01%
5
475
$1K ﹤0.01%
45
17 18
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