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
51
$923K 0.19%
46,120
+4,000
52
$920K 0.19%
17,363
+1,130
53
$900K 0.19%
18,870
54
$897K 0.19%
2,457
+2,450
55
$886K 0.18%
5,496
-1,451
56
$880K 0.18%
12,032
+11,364
57
$874K 0.18%
1,783
+4
58
$863K 0.18%
11,839
59
$862K 0.18%
4,180
+3,581
60
$852K 0.18%
3,489
61
$838K 0.17%
+4,065
62
$836K 0.17%
14,914
+25
63
$824K 0.17%
2,966
+300
64
$798K 0.17%
11,358
+10,517
65
$771K 0.16%
1,509
+1,458
66
$761K 0.16%
1,245
67
$761K 0.16%
3,577
68
$748K 0.15%
19,089
+7,500
69
$734K 0.15%
8,009
70
$731K 0.15%
7,597
71
$684K 0.14%
8,051
72
$646K 0.13%
10,166
+2,132
73
$646K 0.13%
13,534
+2,489
74
$627K 0.13%
8,068
-469
75
$624K 0.13%
5,540
+800
1 2
3
4 5