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
176
$121K 0.03%
2,012
+19
177
$121K 0.03%
326
+13
178
$121K 0.03%
1,487
179
$120K 0.03%
866
180
$119K 0.03%
424
+11
181
$118K 0.03%
2,158
182
$115K 0.03%
2,173
-2
183
$114K 0.03%
599
-2
184
$111K 0.03%
1,267
-7
185
$110K 0.03%
4,040
+176
186
$110K 0.03%
445
-9
187
$109K 0.03%
1,725
188
$109K 0.03%
520
-8
189
$109K 0.03%
3,955
-35
190
$109K 0.03%
3,588
+2,023
191
$108K 0.03%
2,376
192
$108K 0.03%
2,043
193
$108K 0.03%
27,204
-23,977
194
$108K 0.03%
1,026
195
$108K 0.03%
559
+1
196
$107K 0.03%
1,256
-8
197
$104K 0.02%
3,446
+2,245
198
$103K 0.02%
13,361
+11,645
199
$103K 0.02%
1,451
-294
200
$103K 0.02%
3,573
+36
6 7
8
9 10