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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.11%
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
501
$1K ﹤0.01%
+10
502
$1K ﹤0.01%
18
-6
503
$1K ﹤0.01%
4
-8
504
$1K ﹤0.01%
+7
505
$1K ﹤0.01%
12
-7
506
$1K ﹤0.01%
+9
507
$1K ﹤0.01%
+44
508
$1K ﹤0.01%
+11
509
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+40
510
$1K ﹤0.01%
+8
511
$1K ﹤0.01%
3
-1
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$1K ﹤0.01%
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+11
514
$1K ﹤0.01%
2
-1
515
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3
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$1K ﹤0.01%
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518
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$1K ﹤0.01%
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520
$1K ﹤0.01%
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521
$1K ﹤0.01%
+29
522
$1K ﹤0.01%
7
-7
523
$1K ﹤0.01%
+17
524
$1K ﹤0.01%
+6
525
$1K ﹤0.01%
4
-4
19 20
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