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
551
$1K ﹤0.01%
+14
552
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+14
553
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+42
554
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+25
555
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21
556
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557
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11
-7
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561
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7
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8
564
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565
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566
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+8
567
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5
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2
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569
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10
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5
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$1K ﹤0.01%
+47
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$1K ﹤0.01%
+17
574
$1K ﹤0.01%
9
-6
575
$1K ﹤0.01%
+26
21 22
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