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
$424M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$371K
3
+$272K
4
CHKP icon
Check Point Software Technologies
CHKP
+$184K
5
SNOW icon
Snowflake
SNOW
+$182K

Top Sells

1
+$8.79M
2
+$6M
3
+$3.71M
4
ADBE icon
Adobe
ADBE
+$750K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$378K

Sector Composition

1 Technology 5.94%
2 Healthcare 3.74%
3 Financials 3.46%
4 Communication Services 2.94%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73K 0.02%
3,420
-2,960
227
$71K 0.02%
313
+85
228
$70K 0.02%
13,473
229
$68K 0.02%
275
230
$68K 0.02%
726
-256
231
$67K 0.02%
1,425
-886
232
$67K 0.02%
407
233
$67K 0.02%
18,028
234
$67K 0.02%
1,193
235
$66K 0.02%
4,136
236
$65K 0.02%
22,469
237
$64K 0.02%
850
238
$64K 0.02%
+15,063
239
$64K 0.02%
663
240
$63K 0.01%
+102
241
$63K 0.01%
864
242
$62K 0.01%
+1,150
243
$62K 0.01%
531
244
$62K 0.01%
833
245
$60K 0.01%
456
+409
246
$60K 0.01%
559
247
$60K 0.01%
1,442
248
$59K 0.01%
841
249
$59K 0.01%
+492
250
$58K 0.01%
237
+225
8 9
10
11 12