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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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
+$5.44M
2
+$405K
3
+$278K
4
SNOW icon
Snowflake
SNOW
+$211K
5
CHKP icon
Check Point Software Technologies
CHKP
+$198K

Top Sells

1
+$8.75M
2
+$6.03M
3
+$3.8M
4
ADBE icon
Adobe
ADBE
+$737K
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
351
$3K ﹤0.01%
16
+1
352
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26
-16
353
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22
354
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21
-9
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8
356
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38
357
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358
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359
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361
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+46
362
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8
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32
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8
367
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31
368
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120
-1,507
369
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51
+17
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15
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47
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49
373
$3K ﹤0.01%
43
+3
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$3K ﹤0.01%
26
375
$3K ﹤0.01%
11
13 14
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16 17