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
151
$200K 0.04%
+1,266
152
$200K 0.04%
3,609
153
$197K 0.04%
2,325
154
$196K 0.04%
2,450
-12
155
$193K 0.04%
2,724
156
$191K 0.04%
1,391
+880
157
$187K 0.04%
1,383
158
$187K 0.04%
408
159
$186K 0.04%
352
160
$184K 0.04%
3,865
161
$184K 0.04%
492
+5
162
$184K 0.04%
1,262
+811
163
$180K 0.04%
1,199
164
$175K 0.04%
1,142
165
$175K 0.04%
4,275
166
$171K 0.04%
878
167
$167K 0.03%
441
+4
168
$165K 0.03%
2,575
+1,849
169
$164K 0.03%
569
170
$164K 0.03%
4,774
171
$162K 0.03%
2,017
+215
172
$160K 0.03%
2,812
+1,240
173
$154K 0.03%
+3,435
174
$154K 0.03%
2,712
+1,772
175
$152K 0.03%
424
5 6
7
8 9