SFO

Standard Family Office Portfolio holdings

AUM $92.3M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
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
551
$1K ﹤0.01%
4
552
$1K ﹤0.01%
4
553
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16
554
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555
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556
$1K ﹤0.01%
7
557
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25
558
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28
559
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25
560
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8
-106
561
$1K ﹤0.01%
24
562
$1K ﹤0.01%
7
563
– –
-11,898
564
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-197
565
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-492
566
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-5
567
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-850
568
$0 ﹤0.01%
8
569
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-6
570
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-1,374
571
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-4,136
572
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-924
573
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-10,795
574
– –
-944
575
– –
-22,469
21 22
23
24 25