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%
17
552
$1K ﹤0.01%
4
553
$1K ﹤0.01%
16
554
$1K ﹤0.01%
11
555
$1K ﹤0.01%
12
556
$1K ﹤0.01%
7
557
$1K ﹤0.01%
25
558
$1K ﹤0.01%
28
559
$1K ﹤0.01%
25
560
$1K ﹤0.01%
8
-106
561
$1K ﹤0.01%
24
562
$1K ﹤0.01%
7
563
– –
-1,418
564
– –
-13,473
565
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-10
566
– –
-2,971
567
– –
-795
568
– –
-1,642
569
– –
-987
570
– –
-6
571
$0 ﹤0.01%
1
572
– –
-16,286
573
– –
-12
574
– –
-4,900
575
– –
-6,556
21 22
23
24 25