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
526
$1K ﹤0.01%
+5
527
$1K ﹤0.01%
+13
528
$1K ﹤0.01%
+53
529
$1K ﹤0.01%
+10
530
$1K ﹤0.01%
15
-21
531
$1K ﹤0.01%
50
-50
532
$1K ﹤0.01%
+27
533
$1K ﹤0.01%
+22
534
$1K ﹤0.01%
36
-60
535
$1K ﹤0.01%
+13
536
$1K ﹤0.01%
+34
537
$1K ﹤0.01%
6
-7
538
$1K ﹤0.01%
+8
539
$1K ﹤0.01%
+3
540
$1K ﹤0.01%
+21
541
$1K ﹤0.01%
+7
542
$1K ﹤0.01%
12
-7
543
$1K ﹤0.01%
+9
544
$1K ﹤0.01%
+44
545
$1K ﹤0.01%
+11
546
$1K ﹤0.01%
+40
547
$1K ﹤0.01%
+5
548
$1K ﹤0.01%
+2
549
$1K ﹤0.01%
+5
550
$1K ﹤0.01%
+45
20 21
22
23 24