SFO
Standard Family Office Portfolio holdings
AUM
$85.4M
1-Year Return
14.07%
This Quarter Return
+5.8%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
–
10 Year Return
–
AUM
$424M
AUM Growth
+$5.83M
(+1.4%)
Cap. Flow
-$17.1M
Cap. Flow
% of AUM
-4.03%
Top 10 Holdings %
Top 10 Hldgs %
78.45%
Holding
681
New
115
Increased
99
Reduced
156
Closed
60
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$5.58M |
| 2 |
Shopify
SHOP
|
+$371K |
| 3 |
Intuitive Surgical
ISRG
|
+$272K |
| 4 |
Check Point Software Technologies
CHKP
|
+$184K |
| 5 |
Snowflake
SNOW
|
+$182K |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$8.79M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$6M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.71M |
| 4 |
Adobe
ADBE
|
+$750K |
| 5 |
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% |
