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
76
$426K 0.1%
2,020
+431
77
$420K 0.1%
11,589
-1,490
78
$401K 0.09%
1,452
79
$398K 0.09%
2,525
-1,047
80
$397K 0.09%
6,199
81
$382K 0.09%
1,475
82
$377K 0.09%
3,171
+91
83
$376K 0.09%
26,906
-686
84
$371K 0.09%
+3,350
85
$370K 0.09%
6,691
-2,700
86
$362K 0.09%
5,603
87
$358K 0.08%
2,531
-600
88
$343K 0.08%
1,813
89
$338K 0.08%
1,474
+792
90
$336K 0.08%
7,011
-742
91
$333K 0.08%
3,047
92
$323K 0.08%
3,383
-800
93
$321K 0.08%
3,832
+9
94
$320K 0.08%
1,474
95
$319K 0.08%
2,851
+1,646
96
$317K 0.07%
1,668
97
$314K 0.07%
5,114
-605
98
$293K 0.07%
3,261
-4
99
$284K 0.07%
1,115
+343
100
$280K 0.07%
3,279
+819
2 3
4
5 6