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
601
– –
-1,286
602
– –
-602
603
– –
-911
604
– –
-18,889
605
– –
-3,420
606
– –
-426
607
– –
-236
608
– –
-1,060
609
– –
-6
610
– –
-1,374
611
– –
-10,795
612
– –
-944
613
– –
-22,469
614
– –
-3,279
615
– –
-2,945
616
– –
-4,635
617
– –
-3,588
618
– –
-1,458
619
– –
-7,624
620
– –
-9
621
– –
-3,446
622
– –
-4,136
623
– –
-924
624
– –
-18,569
625
– –
-2,010
23 24
25
26 27