SFO

Standard Family Office Portfolio holdings

AUM $94.1M
1-Year Est. Return 17.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.36%
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
476
$2K ﹤0.01%
+197
477
$2K ﹤0.01%
66
478
$2K ﹤0.01%
7
+1
479
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19
480
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2
481
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13
482
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+20
483
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24
-6
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$2K ﹤0.01%
24
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24
486
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19
-1
487
$2K ﹤0.01%
10
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$1K ﹤0.01%
7
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489
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+38
490
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14
-10
491
$1K ﹤0.01%
+36
492
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+7
493
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494
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+12
495
$1K ﹤0.01%
+36
496
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+6
497
$1K ﹤0.01%
+28
498
$1K ﹤0.01%
+5
499
$1K ﹤0.01%
+13
500
$1K ﹤0.01%
+53
18 19
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