We are live on ! Find out more
SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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
– –
-2,064
602
– –
-2,971
603
– –
-1
604
– –
-407
605
– –
-1,425
606
– –
-4,536
607
– –
-407
608
– –
-7
609
– –
-11,898
610
– –
-3,446
611
– –
-2,010
612
– –
-1,642
613
– –
-987
614
– –
-6
615
$0 ﹤0.01%
1
616
– –
-15
617
– –
-33
618
– –
-7,011
619
– –
-21
620
– –
-1,289
621
– –
-14
622
– –
-1,418
623
– –
-1,286
624
$0 ﹤0.01%
2
625
– –
-3,514
23 24
25
26 27