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
376
$3K ﹤0.01%
8
377
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38
378
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379
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380
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47
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48
383
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25
384
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11
+1
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+197
391
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66
392
$2K ﹤0.01%
+45
393
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+25
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2
398
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400
$2K ﹤0.01%
5
+1
14 15
16
17 18