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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 | |
|---|---|---|---|---|---|---|
376
American International
AIG
$41.3B
| $2K | ﹤0.01% |
+48
| New | +$1.69K |
|
377
Allstate
ALL
$67.5B
| $2K | ﹤0.01% |
+14
| New | +$1.38K |
|
|
ANSS
378
DELISTED
Ansys
ANSS
| $2K | ﹤0.01% |
+6
| New | +$2.01K |
|
379
Aon
AON
$76B
| $2K | ﹤0.01% |
+10
| New | +$2.04K |
|
380
Amphenol
APH
$209B
| $2K | ﹤0.01% |
+72
| New | +$2.21K |
|
381
Aptiv
APTV
$10.3B
| $2K | ﹤0.01% |
+16
| New | +$1.78K |
|
382
Arrow Electronics
ARW
$10.4B
| $2K | ﹤0.01% |
+21
| New | +$1.86K |
|
383
AvalonBay Communities
AVB
$26.8B
| $2K | ﹤0.01% |
+10
| New | +$1.59K |
|
384
American Water Works
AWK
$26.9B
| $2K | ﹤0.01% |
+15
| New | +$2.31K |
|
385
AutoZone
AZO
$51.1B
| $2K | ﹤0.01% |
+2
| New | +$2.32K |
|
386
Ball Corp
BALL
$16.8B
| $2K | ﹤0.01% |
+20
| New | +$1.85K |
|
|
BNY
387
Bank of New York Mellon
BNY
$107B
| $2K | ﹤0.01% |
+46
| New | +$1.77K |
|
388
BioMarin Pharmaceuticals
BMRN
$12.4B
| $2K | ﹤0.01% |
+18
| New | +$1.43K |
|
389
Bank of Hawaii
BOH
$3.13B
| $2K | ﹤0.01% |
+21
| New | +$1.44K |
|
390
BOK Financial
BOKF
$8.74B
| $2K | ﹤0.01% |
+23
| New | +$1.48K |
|
391
Boston Scientific
BSX
$71.5B
| $2K | ﹤0.01% |
+60
| New | +$2.16K |
|
392
Boston Properties
BXP
$11.1B
| $2K | ﹤0.01% |
+24
| New | +$2.14K |
|
393
Carrier Global
CARR
$52.8B
| $2K | ﹤0.01% |
+42
| New | +$1.52K |
|
394
Cadence Design Systems
CDNS
$93.4B
| $2K | ﹤0.01% |
+17
| New | +$1.99K |
|
395
CDW
CDW
$17B
| $2K | ﹤0.01% |
+14
| New | +$1.83K |
|
396
Citizens Financial Group
CFG
$30.6B
| $2K | ﹤0.01% |
+48
| New | +$1.51K |
|
397
Clorox
CLX
$12.7B
| $2K | ﹤0.01% |
+10
| New | +$2.07K |
|
|
CMA
398
DELISTED
Comerica
CMA
| $2K | ﹤0.01% |
+28
| New | +$1.36K |
|
399
CMS Energy
CMS
$22.3B
| $2K | ﹤0.01% |
+33
| New | +$2.06K |
|
400
Columbia Sportswear
COLM
$2.94B
| $2K | ﹤0.01% |
+21
| New | +$1.82K |
|
Similar funds
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CSW
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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.