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
501
$1K ﹤0.01%
14
502
$1K ﹤0.01%
23
503
$1K ﹤0.01%
29
504
$1K ﹤0.01%
19
505
$1K ﹤0.01%
32
506
$1K ﹤0.01%
7
507
$1K ﹤0.01%
28
-1,255
508
$1K ﹤0.01%
17
509
$1K ﹤0.01%
4
510
$1K ﹤0.01%
24
511
$1K ﹤0.01%
14
512
$1K ﹤0.01%
42
513
$1K ﹤0.01%
25
514
$1K ﹤0.01%
11
515
$1K ﹤0.01%
85
516
$1K ﹤0.01%
17
517
$1K ﹤0.01%
7
518
$1K ﹤0.01%
36
-3,537
519
$1K ﹤0.01%
4
520
$1K ﹤0.01%
5
521
$1K ﹤0.01%
35
522
$1K ﹤0.01%
10
523
$1K ﹤0.01%
1
524
$1K ﹤0.01%
47
525
$1K ﹤0.01%
17
19 20
21
22 23