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
501
$1K ﹤0.01%
+10
502
$1K ﹤0.01%
15
-21
503
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50
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504
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+27
505
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+22
506
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36
-60
507
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+13
508
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+34
509
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6
-7
510
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511
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512
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513
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-5
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+10
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6
-3
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4
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$1K ﹤0.01%
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519
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12
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$1K ﹤0.01%
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521
$1K ﹤0.01%
+44
522
$1K ﹤0.01%
+11
523
$1K ﹤0.01%
+40
524
$1K ﹤0.01%
+5
525
$1K ﹤0.01%
+2
19 20
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