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
1
$179M 37.07%
455,049
+29,337
2
$75.9M 15.72%
1,474,136
3
$52M 10.76%
275,727
4
$27.6M 5.72%
508,624
+3,134
5
$14.5M 3%
33,842
6
$4.94M 1.02%
18,219
+650
7
$4.49M 0.93%
26,120
+200
8
$3.4M 0.7%
14,051
+375
9
$3.19M 0.66%
13,645
+150
10
$3.05M 0.63%
27,000
11
$2.69M 0.56%
21,440
+1,700
12
$2.52M 0.52%
18,424
+2,614
13
$2.41M 0.5%
6,010
+550
14
$2.38M 0.49%
8,665
15
$2.12M 0.44%
13,616
+555
16
$2.07M 0.43%
6,485
+325
17
$1.76M 0.37%
14,460
+600
18
$1.72M 0.36%
8,265
+408
19
$1.69M 0.35%
4,859
20
$1.64M 0.34%
7,966
+800
21
$1.56M 0.32%
5,351
22
$1.55M 0.32%
10,640
+7,290
23
$1.52M 0.31%
2,873
24
$1.48M 0.31%
12,308
+10,955
25
$1.47M 0.31%
2,133
+2,031
1
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