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
101
$386K 0.08%
27,031
+125
102
$380K 0.08%
+11,600
103
$378K 0.08%
4,859
+2,314
104
$367K 0.08%
6,534
+335
105
$360K 0.07%
1,475
106
$358K 0.07%
3,261
107
$357K 0.07%
1,474
108
$356K 0.07%
1,474
109
$349K 0.07%
1,813
110
$343K 0.07%
1,119
111
$341K 0.07%
3,047
112
$338K 0.07%
807
+270
113
$337K 0.07%
2,495
+486
114
$329K 0.07%
+1,090
115
$325K 0.07%
7,181
+2,173
116
$325K 0.07%
5,156
+1,539
117
$324K 0.07%
1,668
118
$312K 0.06%
5,114
119
$301K 0.06%
726
120
$291K 0.06%
1,112
-3
121
$287K 0.06%
4,543
+1,300
122
$286K 0.06%
4,231
123
$277K 0.06%
2,031
+1,312
124
$271K 0.06%
1,733
+412
125
$262K 0.05%
2,130
+1,387
3 4
5
6 7