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 | |
|---|---|---|---|---|---|---|
401
Camden Property Trust
CPT
$11.3B
| $2K | ﹤0.01% |
+18
| New | +$1.74K |
|
402
CrowdStrike
CRWD
$218B
| $2K | ﹤0.01% |
+32
| New | +$1.25K |
|
|
DFS
403
DELISTED
Discover Financial Services
DFS
| $2K | ﹤0.01% |
+20
| New | +$1.49K |
|
404
D.R. Horton
DHI
$42.3B
| $2K | ﹤0.01% |
+25
| New | +$1.82K |
|
405
Digital Realty Trust
DLR
$71.7B
| $2K | ﹤0.01% |
+13
| New | +$1.86K |
|
406
Dollar Tree
DLTR
$25.2B
| $2K | ﹤0.01% |
+14
| New | +$1.41K |
|
|
DOCU
407
DocuSign
DOCU
$11.5B
| $2K | ﹤0.01% |
+10
| New | +$2.25K |
|
408
Dover
DOV
$28.4B
| $2K | ﹤0.01% |
+12
| New | +$1.43K |
|
409
Dow Inc
DOW
$21.2B
| $2K | ﹤0.01% |
+39
| New | +$2.01K |
|
410
DTE Energy
DTE
$29.1B
| $2K | ﹤0.01% |
+18
| New | +$1.9K |
|
411
Duke Energy
DUK
$97.3B
| $2K | ﹤0.01% |
+26
| New | +$2.4K |
|
412
eBay
EBAY
$49.8B
| $2K | ﹤0.01% |
+37
| New | +$1.89K |
|
413
Consolidated Edison
ED
$39.9B
| $2K | ﹤0.01% |
+24
| New | +$1.86K |
|
414
Equifax
EFX
$21.4B
| $2K | ﹤0.01% |
+9
| New | +$1.51K |
|
415
Everest Group
EG
$14.4B
| $2K | ﹤0.01% |
+7
| New | +$1.55K |
|
416
Edison International
EIX
$26.4B
| $2K | ﹤0.01% |
+24
| New | +$1.45K |
|
417
Eastman Chemical
EMN
$8.42B
| $2K | ﹤0.01% |
+17
| New | +$1.58K |
|
418
EOG Resources
EOG
$70.7B
| $2K | ﹤0.01% |
+39
| New | +$1.7K |
|
419
Equity Residential
EQR
$25.1B
| $2K | ﹤0.01% |
+29
| New | +$1.64K |
|
420
Eversource Energy
ES
$27.2B
| $2K | ﹤0.01% |
+19
| New | +$1.69K |
|
421
Eaton
ETN
$174B
| $2K | ﹤0.01% |
+19
| New | +$2.15K |
|
422
Entergy
ETR
$50B
| $2K | ﹤0.01% |
+42
| New | +$2.21K |
|
423
Evergy
EVRG
$19.2B
| $2K | ﹤0.01% |
+35
| New | +$1.92K |
|
424
Extra Space Storage
EXR
$31.6B
| $2K | ﹤0.01% |
+13
| New | +$1.48K |
|
425
Freeport-McMoran
FCX
$97.5B
| $2K | ﹤0.01% |
+66
| New | +$1.37K |
|
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.