SFO

Standard Family Office Portfolio holdings

AUM $92.3M
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
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
326
$5K ﹤0.01%
2
327
$5K ﹤0.01%
62
328
$5K ﹤0.01%
16
-100
329
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38
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330
$5K ﹤0.01%
63
331
$4K ﹤0.01%
66
+18
332
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84
333
$4K ﹤0.01%
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334
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28
+9
336
$4K ﹤0.01%
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41
+15
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$4K ﹤0.01%
69
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$4K ﹤0.01%
40
341
$4K ﹤0.01%
11
342
$3K ﹤0.01%
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36
345
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93
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$3K ﹤0.01%
10
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$3K ﹤0.01%
9
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$3K ﹤0.01%
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$3K ﹤0.01%
32
350
$3K ﹤0.01%
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12 13
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15 16