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
401
$2K ﹤0.01%
48
402
$2K ﹤0.01%
14
403
$2K ﹤0.01%
+39
404
$2K ﹤0.01%
10
405
$2K ﹤0.01%
72
406
$2K ﹤0.01%
16
407
$2K ﹤0.01%
21
408
$2K ﹤0.01%
10
409
$2K ﹤0.01%
15
410
$2K ﹤0.01%
+10
411
$2K ﹤0.01%
46
412
$2K ﹤0.01%
21
413
$2K ﹤0.01%
60
414
$2K ﹤0.01%
+1
415
$2K ﹤0.01%
11
416
$2K ﹤0.01%
8
417
$2K ﹤0.01%
11
418
$2K ﹤0.01%
5
419
$2K ﹤0.01%
17
420
$2K ﹤0.01%
34
421
$2K ﹤0.01%
48
422
$2K ﹤0.01%
23
423
$2K ﹤0.01%
42
424
$2K ﹤0.01%
17
425
$2K ﹤0.01%
14
15 16
17
18 19