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
76
$620K 0.13%
9,742
+1,700
77
$606K 0.13%
840
78
$583K 0.12%
2,687
+300
79
$581K 0.12%
664
80
$567K 0.12%
21,820
+3,200
81
$564K 0.12%
5,340
-663
82
$560K 0.12%
2,347
+2,337
83
$545K 0.11%
2,018
84
$535K 0.11%
2,807
85
$535K 0.11%
9,391
+2,700
86
$526K 0.11%
3,468
87
$524K 0.11%
6,330
88
$519K 0.11%
2,020
89
$517K 0.11%
3,131
+600
90
$482K 0.1%
6,953
91
$479K 0.1%
3,920
92
$471K 0.1%
2,525
93
$439K 0.09%
+3,310
94
$438K 0.09%
20,166
95
$432K 0.09%
4,046
+875
96
$424K 0.09%
11,763
-795
97
$417K 0.09%
+2,019
98
$397K 0.08%
3,832
99
$392K 0.08%
4,183
+800
100
$386K 0.08%
5,603
2 3
4
5 6