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
601
$1K ﹤0.01%
11
-7
602
$1K ﹤0.01%
4
-4
603
$1K ﹤0.01%
+7
604
$1K ﹤0.01%
+12
605
$1K ﹤0.01%
+17
606
$1K ﹤0.01%
6
-1
607
$1K ﹤0.01%
+7
608
$1K ﹤0.01%
+9
609
$1K ﹤0.01%
+25
610
$1K ﹤0.01%
+9
611
$1K ﹤0.01%
+7
612
$1K ﹤0.01%
16
613
$1K ﹤0.01%
+24
614
$1K ﹤0.01%
+7
615
$1K ﹤0.01%
+6
616
$1K ﹤0.01%
+7
617
– –
-8
618
– –
-24
619
– –
-7,984
620
– –
-33
621
– –
-9,075
622
– –
-14
623
– –
-20
624
– –
-4,519
625
$0 ﹤0.01%
+8
23 24
25
26 27