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
101
$276K 0.07%
1,119
+1,104
102
$273K 0.06%
3,514
+307
103
$272K 0.06%
2,009
+169
104
$264K 0.06%
7,150
105
$264K 0.06%
4,231
-700
106
$257K 0.06%
1,272
+27
107
$253K 0.06%
3,825
-15
108
$245K 0.06%
4,258
109
$238K 0.06%
726
+3
110
$232K 0.05%
2,941
-800
111
$222K 0.05%
537
112
$221K 0.05%
2,462
+12
113
$220K 0.05%
947
114
$220K 0.05%
3,919
115
$218K 0.05%
2,085
-400
116
$218K 0.05%
825
-207
117
$217K 0.05%
2,873
118
$215K 0.05%
1,142
-526
119
$211K 0.05%
1,504
120
$210K 0.05%
1,488
+4
121
$210K 0.05%
3,609
122
$205K 0.05%
2,674
+229
123
$205K 0.05%
1,321
-412
124
$202K 0.05%
3,617
-1,578
125
$198K 0.05%
2,724
+370
3 4
5
6 7