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
301
$16K ﹤0.01%
+1,642
302
$16K ﹤0.01%
58
+19
303
$16K ﹤0.01%
157
+52
304
$16K ﹤0.01%
426
-1,691
305
$16K ﹤0.01%
1,072
+332
306
$15K ﹤0.01%
149
+44
307
$14K ﹤0.01%
141
+43
308
$14K ﹤0.01%
180
+66
309
$14K ﹤0.01%
114
+41
310
$13K ﹤0.01%
48
+16
311
$13K ﹤0.01%
36
312
$13K ﹤0.01%
50
+19
313
$11K ﹤0.01%
25
+10
314
$11K ﹤0.01%
163
+30
315
$11K ﹤0.01%
155
+51
316
$10K ﹤0.01%
21
-1,576
317
$8K ﹤0.01%
35
+5
318
$8K ﹤0.01%
171
+3
319
$8K ﹤0.01%
98
+32
320
$7K ﹤0.01%
34
+5
321
$7K ﹤0.01%
94
-431
322
$7K ﹤0.01%
+150
323
$5K ﹤0.01%
38
324
$5K ﹤0.01%
2
325
$5K ﹤0.01%
19
11 12
13
14 15