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
476
$1K ﹤0.01%
10
477
$1K ﹤0.01%
12
478
$1K ﹤0.01%
27
479
$1K ﹤0.01%
36
480
$1K ﹤0.01%
13
481
$1K ﹤0.01%
6
482
$1K ﹤0.01%
+15
483
$1K ﹤0.01%
3
484
$1K ﹤0.01%
21
485
$1K ﹤0.01%
19
486
$1K ﹤0.01%
10
487
$1K ﹤0.01%
6
488
$1K ﹤0.01%
18
489
$1K ﹤0.01%
12
490
$1K ﹤0.01%
9
491
$1K ﹤0.01%
34
-1,697
492
$1K ﹤0.01%
11
493
$1K ﹤0.01%
40
494
$1K ﹤0.01%
2
495
$1K ﹤0.01%
5
496
$1K ﹤0.01%
45
497
$1K ﹤0.01%
10
498
$1K ﹤0.01%
17
499
$1K ﹤0.01%
8
500
$1K ﹤0.01%
3
18 19
20
21 22