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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 | |
|---|---|---|---|---|---|---|
426
FIVE9
FIVN
$2.54B
| $2K | ﹤0.01% |
+9
| New | +$1.37K |
|
427
Federal Realty Investment Trust
FRT
$10.3B
| $2K | ﹤0.01% |
+27
| New | +$2.25K |
|
428
W.W. Grainger
GWW
$60.2B
| $2K | ﹤0.01% |
+4
| New | +$1.57K |
|
429
HCA Healthcare
HCA
$89.5B
| $2K | ﹤0.01% |
+14
| New | +$2.05K |
|
430
HP
HPQ
$27.5B
| $2K | ﹤0.01% |
+67
| New | +$1.41K |
|
431
Hubbell
HUBB
$27.2B
| $2K | ﹤0.01% |
+10
| New | +$1.53K |
|
432
Humana
HUM
$46.2B
| $2K | ﹤0.01% |
+6
| New | +$2.5K |
|
433
Idacorp
IDA
$8.2B
| $2K | ﹤0.01% |
+23
| New | +$2.09K |
|
434
Ingredion
INGR
$6.58B
| $2K | ﹤0.01% |
+23
| New | +$1.77K |
|
435
International Paper
IP
$22B
| $2K | ﹤0.01% |
+35
| New | +$1.56K |
|
436
IQVIA
IQV
$39.3B
| $2K | ﹤0.01% |
+11
| New | +$1.85K |
|
437
Gartner
IT
$11.7B
| $2K | ﹤0.01% |
+10
| New | +$1.44K |
|
438
Jacobs Solutions
J
$17B
| $2K | ﹤0.01% |
+17
| New | +$1.44K |
|
439
Jazz Pharmaceuticals
JAZZ
$16.7B
| $2K | ﹤0.01% |
+11
| New | +$1.64K |
|
440
Johnson Controls International
JCI
$92.2B
| $2K | ﹤0.01% |
+33
| New | +$1.47K |
|
|
K
441
DELISTED
Kellanova
K
| $2K | ﹤0.01% |
+30
| New | +$1.8K |
|
442
KLA
KLAC
$259B
| $2K | ﹤0.01% |
+90
| New | +$2.1K |
|
443
CarMax
KMX
$8.26B
| $2K | ﹤0.01% |
+19
| New | +$1.78K |
|
444
Kroger
KR
$34.8B
| $2K | ﹤0.01% |
+50
| New | +$1.62K |
|
445
Liberty Broadband Class A
LBRDA
$5.16B
| $2K | ﹤0.01% |
+14
| New | +$2.11K |
|
446
Lennar Class A
LEN
$21.2B
| $2K | ﹤0.01% |
+32
| New | +$2.4K |
|
447
L3Harris
LHX
$53.4B
| $2K | ﹤0.01% |
+11
| New | +$2.01K |
|
448
lululemon athletica
LULU
$14.6B
| $2K | ﹤0.01% |
+6
| New | +$2.08K |
|
449
LyondellBasell Industries
LYB
$19.2B
| $2K | ﹤0.01% |
+19
| New | +$1.55K |
|
450
Mid-America Apartment Communities
MAA
$15.7B
| $2K | ﹤0.01% |
+16
| New | +$1.97K |
|
Similar funds
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CSW
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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.