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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 | |
|---|---|---|---|---|---|---|
301
Mastercard
MA
$493B
| $13K | ﹤0.01% |
+36
| New | +$12K |
|
302
POSCO
PKX
$17.5B
| $13K | ﹤0.01% |
+209
| New | +$11.1K |
|
303
Q2 Holdings
QTWO
$3.92B
| $13K | ﹤0.01% |
+105
| New | +$11.3K |
|
|
RP
304
DELISTED
RealPage, Inc.
RP
| $13K | ﹤0.01% |
+145
| New | +$9.51K |
|
305
CEMIG Preferred Shares
CIG
$6.01B
| $12K | ﹤0.01% |
+7,984
| New | +$9.71K |
|
|
EXAS
306
DELISTED
Exact Sciences
EXAS
| $12K | ﹤0.01% |
+91
| New | +$11K |
|
|
FINV
307
FinVolution Group
FINV
$1.15B
| $12K | ﹤0.01% |
+4,519
| New | +$9.63K |
|
308
SPS Commerce
SPSC
$2.64B
| $11K | ﹤0.01% |
+105
| New | +$9.85K |
|
309
ASE Group
ASX
$82.2B
| $10K | ﹤0.01% |
+1,716
| New | +$8.57K |
|
310
Cogent Communications
CCOI
$508M
| $10K | ﹤0.01% |
+170
| New | +$10.1K |
|
311
SS&C Technologies
SSNC
$18.6B
| $10K | ﹤0.01% |
+133
| New | +$8.91K |
|
|
ZUO
312
DELISTED
Zuora, Inc.
ZUO
| $10K | ﹤0.01% |
+740
| New | +$8.41K |
|
|
PFPT
313
DELISTED
Proofpoint, Inc.
PFPT
| $10K | ﹤0.01% |
+73
| New | +$8K |
|
|
AMED
314
DELISTED
Amedisys
AMED
| $9K | ﹤0.01% |
+32
| New | +$8.21K |
|
315
Exponent
EXPO
$3.24B
| $9K | ﹤0.01% |
+98
| New | +$7.82K |
|
316
GoDaddy
GDDY
$11.5B
| $9K | ﹤0.01% |
+114
| New | +$8.95K |
|
|
ENV
317
DELISTED
ENVESTNET, INC.
ENV
| $9K | ﹤0.01% |
+104
| New | +$8.38K |
|
318
Chemed
CHE
$7.22B
| $8K | ﹤0.01% |
+15
| New | +$7.37K |
|
319
Insulet
PODD
$9.79B
| $8K | ﹤0.01% |
+31
| New | +$7.69K |
|
320
Banco Santander
SAN
$210B
| $8K | ﹤0.01% |
+2,640
| New | +$6.68K |
|
321
Walmart Inc
WMT
$890B
| $8K | ﹤0.01% |
+168
| New | +$8.16K |
|
|
AYX
322
DELISTED
Alteryx Inc
AYX
| $8K | ﹤0.01% |
+66
| New | +$8.32K |
|
323
Costco
COST
$420B
| $7K | ﹤0.01% |
+18
| New | +$6.72K |
|
324
Nike
NKE
$61.9B
| $7K | ﹤0.01% |
+51
| New | +$6.76K |
|
325
Penumbra
PEN
$12.8B
| $7K | ﹤0.01% |
+39
| New | +$8.54K |
|
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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.