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
201
$117K 0.02%
323
-3
202
$114K 0.02%
520
203
$111K 0.02%
2,186
+1,469
204
$108K 0.02%
1,267
205
$108K 0.02%
2,066
+1,326
206
$105K 0.02%
387
+150
207
$103K 0.02%
+602
208
$103K 0.02%
1,026
209
$102K 0.02%
1,032
210
$102K 0.02%
1,825
+675
211
$101K 0.02%
1,114
+713
212
$99K 0.02%
1,160
213
$97K 0.02%
565
214
$92K 0.02%
386
215
$91K 0.02%
1,034
216
$90K 0.02%
548
+359
217
$89K 0.02%
305
218
$86K 0.02%
735
+16
219
$82K 0.02%
285
-162
220
$81K 0.02%
382
221
$69K 0.01%
2,044
+1,356
222
$69K 0.01%
111
+78
223
$67K 0.01%
275
224
$65K 0.01%
463
+311
225
$65K 0.01%
663
7 8
9
10 11