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
176
$149K 0.03%
1,208
177
$149K 0.03%
796
178
$146K 0.03%
1,013
179
$145K 0.03%
1,553
180
$144K 0.03%
1,652
+201
181
$143K 0.03%
427
+270
182
$140K 0.03%
679
-593
183
$139K 0.03%
835
+11
184
$138K 0.03%
969
+513
185
$136K 0.03%
881
186
$136K 0.03%
707
187
$133K 0.03%
4,040
188
$132K 0.03%
410
189
$129K 0.03%
814
190
$129K 0.03%
1,487
191
$129K 0.03%
1,659
-1,282
192
$127K 0.03%
637
+422
193
$124K 0.03%
2,043
194
$123K 0.03%
2,158
195
$122K 0.03%
2,376
196
$122K 0.03%
1,535
197
$122K 0.03%
692
-6
198
$120K 0.02%
+1,257
199
$120K 0.02%
1,256
200
$119K 0.02%
2,012
6 7
8
9 10