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
251
$58K 0.01%
1,458
252
$57K 0.01%
4,900
-8,450
253
$57K 0.01%
3,000
-1,100
254
$56K 0.01%
1,900
-950
255
$56K 0.01%
583
-783
256
$55K 0.01%
1,140
257
$54K 0.01%
1,731
-2,942
258
$54K 0.01%
451
259
$52K 0.01%
668
260
$52K 0.01%
940
261
$52K 0.01%
16,490
+8,862
262
$51K 0.01%
630
263
$51K 0.01%
1,383
264
$50K 0.01%
795
265
$49K 0.01%
4,635
-2,208
266
$48K 0.01%
157
267
$47K 0.01%
185
-319
268
$47K 0.01%
407
269
$45K 0.01%
16,286
270
$42K 0.01%
215
271
$41K 0.01%
189
-768
272
$41K 0.01%
740
273
$41K 0.01%
+911
274
$39K 0.01%
401
275
$38K 0.01%
1,374
9 10
11
12 13