SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
26
$1.09M 0.26%
6,631
-690
27
$1.06M 0.25%
19,538
28
$1.05M 0.25%
4,774
-360
29
$978K 0.23%
9,479
-850
30
$977K 0.23%
8,270
-1,000
31
$963K 0.23%
13,448
-500
32
$955K 0.23%
14,659
33
$954K 0.23%
6,947
+35
34
$940K 0.22%
24,284
35
$929K 0.22%
7,756
-1,072
36
$918K 0.22%
15,420
37
$890K 0.21%
4,825
-455
38
$884K 0.21%
2,594
+281
39
$875K 0.21%
18,870
40
$866K 0.2%
14,889
+373
41
$839K 0.2%
16,233
-1,108
42
$828K 0.2%
1,814
-200
43
$819K 0.19%
9,112
+1,172
44
$815K 0.19%
5,059
-591
45
$773K 0.18%
4,136
-652
46
$757K 0.18%
11,839
47
$739K 0.17%
3,489
48
$731K 0.17%
3,577
49
$710K 0.17%
8,051
50
$698K 0.16%
13,052
1
2
3 4 5