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
126
$261K 0.05%
1,466
127
$258K 0.05%
3,825
128
$255K 0.05%
553
-1,160
129
$254K 0.05%
8,125
+2,265
130
$252K 0.05%
4,258
131
$248K 0.05%
7,150
132
$242K 0.05%
3,919
133
$235K 0.05%
2,372
+338
134
$235K 0.05%
2,674
135
$229K 0.05%
2,336
+475
136
$229K 0.05%
4,639
+3,197
137
$226K 0.05%
1,477
+942
138
$225K 0.05%
7,926
+4,860
139
$225K 0.05%
1,033
+86
140
$222K 0.05%
2,775
+1,025
141
$220K 0.05%
1,994
+1,273
142
$218K 0.05%
1,623
+592
143
$218K 0.05%
2,085
144
$217K 0.04%
1,464
-24
145
$214K 0.04%
2,760
146
$213K 0.04%
1,524
147
$213K 0.04%
576
148
$213K 0.04%
1,504
149
$211K 0.04%
1,456
+925
150
$211K 0.04%
2,873
4 5
6
7 8