SFO

Standard Family Office Portfolio holdings

AUM $85.4M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
676
-1,617
677
-2
678
-20
679
-377
680
-18
681
-2,997