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
26
$1.45M 0.3%
2,644
-9
27
$1.41M 0.29%
5,766
-521
28
$1.32M 0.27%
4,494
+3,042
29
$1.3M 0.27%
+836
30
$1.28M 0.27%
5,193
+4,634
31
$1.26M 0.26%
+16,430
32
$1.26M 0.26%
11,496
+2,017
33
$1.25M 0.26%
7,579
+948
34
$1.19M 0.25%
15,754
+2,306
35
$1.18M 0.24%
5,367
+200
36
$1.15M 0.24%
9,270
+1,000
37
$1.15M 0.24%
19,052
+6,000
38
$1.12M 0.23%
5,074
+300
39
$1.1M 0.23%
4,788
+652
40
$1.07M 0.22%
14,659
41
$1.02M 0.21%
2,599
+5
42
$1.02M 0.21%
8,813
+1,057
43
$1.02M 0.21%
2,014
+200
44
$1.01M 0.21%
732
+624
45
$1M 0.21%
15,420
46
$1M 0.21%
24,284
47
$979K 0.2%
19,538
48
$973K 0.2%
9,112
49
$940K 0.19%
5,657
+598
50
$928K 0.19%
5,280
+455
1
2
3 4 5