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
276
$38K 0.01%
586
277
$37K 0.01%
717
278
$37K 0.01%
+236
279
$34K 0.01%
2,010
+335
280
$34K 0.01%
2,838
-6,264
281
$34K 0.01%
1,074
-1,889
282
$33K 0.01%
+429
283
$33K 0.01%
+924
284
$33K 0.01%
727
+216
285
$31K 0.01%
336
+300
286
$29K 0.01%
189
+2
287
$28K 0.01%
345
+98
288
$27K 0.01%
+775
289
$23K 0.01%
688
290
$22K 0.01%
152
291
$21K 0.01%
96
292
$21K 0.01%
33
293
$20K ﹤0.01%
51
+16
294
$20K ﹤0.01%
+602
295
$18K ﹤0.01%
224
+63
296
$18K ﹤0.01%
245
297
$17K ﹤0.01%
248
+78
298
$17K ﹤0.01%
128
+37
299
$17K ﹤0.01%
35
+9
300
$17K ﹤0.01%
132
+31
10 11
12
13 14