We are live on
!
Find out more
SFO
Standard Family Office Portfolio holdings
AUM
$96.8M
1-Year Est. Return
17.11%
This Fund
S&P 500
This Quarter
Est. Return
+15.73%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$418M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow
% of AUM
93.59%
Top 10 Holdings %
Top 10 Hldgs %
78.42%
Holding
566
New
566
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$134M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$72.7M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$45.9M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$27.1M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$12M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.91% |
| 2 | Healthcare | 3.85% |
| 3 | Financials | 3.36% |
| 4 | Communication Services | 2.91% |
| 5 | Industrials | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Las Vegas Sands
LVS
$29.6B
| $78K | 0.02% |
+1,309
| New | +$69.8K |
|
227
Lamb Weston
LW
$7.19B
| $78K | 0.02% |
+987
| New | +$71.9K |
|
228
Akamai
AKAM
$15.9B
| $77K | 0.02% |
+732
| New | +$76.6K |
|
229
Digi International
DGII
$3.1B
| $77K | 0.02% |
+4,100
| New | +$70.3K |
|
230
First Hawaiian
FHB
$3.35B
| $72K | 0.02% |
+3,066
| New | +$61.3K |
|
231
Primerica
PRI
$9.89B
| $72K | 0.02% |
+535
| New | +$67.2K |
|
232
Unilever
UL
$136B
| $72K | 0.02% |
+1,060
| New | +$71.9K |
|
233
Emcor
EME
$36B
| $68K | 0.02% |
+743
| New | +$59.7K |
|
234
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
| $67K | 0.02% |
+13,473
| New | +$51.7K |
|
|
MRTX
235
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $67K | 0.02% |
+307
| New | +$66.4K |
|
|
AZPN
236
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $67K | 0.02% |
+511
| New | +$67K |
|
|
IBA
237
DELISTED
Industrias Bachoco SAB De C.V.
IBA
| $66K | 0.02% |
+1,458
| New | +$59.4K |
|
238
Diageo
DEO
$53.6B
| $65K | 0.02% |
+407
| New | +$60.7K |
|
239
Huntington Ingalls Industries
HII
$12.8B
| $65K | 0.02% |
+382
| New | +$60.7K |
|
240
FTI Consulting
FCN
$4.18B
| $64K | 0.02% |
+575
| New | +$61.9K |
|
241
Fomento Económico Mexicano
FMX
$41.7B
| $64K | 0.02% |
+850
| New | +$56.9K |
|
242
Neurocrine Biosciences
NBIX
$16.6B
| $64K | 0.02% |
+663
| New | +$64K |
|
|
NVO
243
Novo Nordisk
NVO
$209B
| $64K | 0.02% |
+1,830
| New | +$63.3K |
|
244
Amgen
AMGN
$222B
| $63K | 0.02% |
+275
| New | +$63.4K |
|
|
FLY
245
DELISTED
Fly Leasing Limited
FLY
| $63K | 0.02% |
+6,433
| New | +$50.2K |
|
|
WNS
246
DELISTED
WNS Holdings
WNS
| $62K | 0.01% |
+864
| New | +$57.9K |
|
247
ICICI Bank
IBN
$108B
| $61K | 0.01% |
+4,136
| New | +$52K |
|
248
AbbVie
ABBV
$435B
| $60K | 0.01% |
+559
| New | +$53.7K |
|
249
Acushnet Holdings
GOLF
$5.45B
| $58K | 0.01% |
+1,442
| New | +$53.9K |
|
250
Mizuho Financial
MFG
$130B
| $57K | 0.01% |
+22,469
| New | +$58K |
|
Similar funds
YF
WAM
SIM
ACM
CSW
JKSF
BFA
BJB
Standard Family Office's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Standard Family Office, which disclosed 566 positions worth $418M. Its ten largest holdings account for 78% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 410,384 shares worth $141M.
By sector, the portfolio is most concentrated in Technology at 5.9% of assets, followed by Healthcare and Financials.
- Standard Family Office's largest Q4 2020 buy was Vanguard S&P 500 ETF: 410,384 shares worth $141M.
- Standard Family Office's ten largest holdings make up 78% of its $418M portfolio in Q4 2020.
- Standard Family Office disclosed 566 positions in Q4 2020, its first 13F filing on record.
Based on Standard Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.