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%
+10
552
$1K ﹤0.01%
+49
553
$1K ﹤0.01%
+17
554
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+8
555
$1K ﹤0.01%
3
-1
556
$1K ﹤0.01%
+9
557
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+11
558
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2
-1
559
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3
-3
560
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11
-11
561
$1K ﹤0.01%
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562
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14
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563
$1K ﹤0.01%
+23
564
$1K ﹤0.01%
+32
565
$1K ﹤0.01%
+15
566
$1K ﹤0.01%
+4
567
$1K ﹤0.01%
+3
568
$1K ﹤0.01%
+14
569
$1K ﹤0.01%
+14
570
$1K ﹤0.01%
+42
571
$1K ﹤0.01%
+25
572
$1K ﹤0.01%
21
573
$1K ﹤0.01%
+36
574
$1K ﹤0.01%
11
-7
575
$1K ﹤0.01%
+85
21 22
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