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
551
$1K ﹤0.01%
4
552
$1K ﹤0.01%
11
553
$1K ﹤0.01%
6
554
$1K ﹤0.01%
6
555
$1K ﹤0.01%
8
556
$1K ﹤0.01%
6
557
$1K ﹤0.01%
5
558
$1K ﹤0.01%
23
559
$1K ﹤0.01%
8
560
$1K ﹤0.01%
36
561
$1K ﹤0.01%
7
562
$1K ﹤0.01%
6
563
– –
-16,286
564
– –
-7
565
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-6
566
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-7
567
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568
– –
-1,438
569
– –
-6
570
– –
-12
571
– –
-980
572
– –
-6,556
573
– –
-13,361
574
– –
-313
575
– –
-13,473
21 22
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24 25