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
201
$102K 0.02%
441
-200
202
$101K 0.02%
719
+144
203
$99K 0.02%
1,032
204
$95K 0.02%
1,533
205
$93K 0.02%
1,160
+13
206
$93K 0.02%
1,289
+1,080
207
$92K 0.02%
2,971
208
$92K 0.02%
1,034
-19
209
$92K 0.02%
386
-5
210
$91K 0.02%
305
211
$89K 0.02%
944
-211
212
$85K 0.02%
1,572
-1,211
213
$85K 0.02%
565
-12
214
$84K 0.02%
3,066
215
$84K 0.02%
1,286
216
$84K 0.02%
1,438
-679
217
$83K 0.02%
743
218
$79K 0.02%
382
219
$79K 0.02%
535
220
$78K 0.02%
1,283
-26
221
$76K 0.02%
987
222
$75K 0.02%
721
+165
223
$74K 0.02%
511
224
$73K 0.02%
719
-13
225
$73K 0.02%
1,418
+782
7 8
9
10 11