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
551
$1K ﹤0.01%
6
552
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8
553
$1K ﹤0.01%
8
554
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3
555
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11
556
$1K ﹤0.01%
7
557
$1K ﹤0.01%
14
558
$1K ﹤0.01%
23
559
$1K ﹤0.01%
47
560
$1K ﹤0.01%
17
561
$1K ﹤0.01%
9
562
$1K ﹤0.01%
7
563
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-16
564
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-16,286
565
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-12
566
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-4,900
567
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568
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-13,361
569
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-313
570
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571
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-10
572
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-2,064
573
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-2,971
574
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-1
575
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-17
21 22
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24 25