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
126
$197K 0.05%
2,325
+679
127
$196K 0.05%
5,008
-1,400
128
$194K 0.05%
3,243
-1,300
129
$192K 0.05%
1,466
130
$190K 0.04%
1,524
+19
131
$190K 0.04%
2,545
+1,767
132
$186K 0.04%
4,275
133
$186K 0.04%
1,383
-12
134
$180K 0.04%
2,034
135
$180K 0.04%
1,199
136
$180K 0.04%
2,760
+80
137
$175K 0.04%
2,945
-410
138
$174K 0.04%
7,624
+3,414
139
$173K 0.04%
1,861
-600
140
$172K 0.04%
487
-4
141
$171K 0.04%
352
+3
142
$170K 0.04%
4,774
+40
143
$167K 0.04%
576
144
$165K 0.04%
534
145
$164K 0.04%
5,860
-1,900
146
$161K 0.04%
437
-10
147
$160K 0.04%
569
-53
148
$160K 0.04%
1,353
-599
149
$158K 0.04%
4,536
150
$158K 0.04%
1,286
+157
4 5
6
7 8