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
501
$1K ﹤0.01%
+29
502
$1K ﹤0.01%
19
-11
503
$1K ﹤0.01%
+32
504
$1K ﹤0.01%
+11
505
$1K ﹤0.01%
21
506
$1K ﹤0.01%
11
-7
507
$1K ﹤0.01%
4
-4
508
$1K ﹤0.01%
+5
509
$1K ﹤0.01%
8
510
$1K ﹤0.01%
+35
511
$1K ﹤0.01%
+5
512
$1K ﹤0.01%
+26
513
$1K ﹤0.01%
+4
514
$1K ﹤0.01%
4
-3
515
$1K ﹤0.01%
+16
516
$1K ﹤0.01%
4
-4
517
$1K ﹤0.01%
+7
518
$1K ﹤0.01%
+12
519
$1K ﹤0.01%
+17
520
$1K ﹤0.01%
+24
521
$1K ﹤0.01%
+7
522
$1K ﹤0.01%
+6
523
$1K ﹤0.01%
+7
524
$1K ﹤0.01%
+17
525
$1K ﹤0.01%
6
-4
19 20
21
22 23