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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 | |
|---|---|---|---|---|---|---|
451
Microchip Technology
MCHP
$46B
| $2K | ﹤0.01% |
+28
| New | +$1.74K |
|
452
McKesson
MCK
$101B
| $2K | ﹤0.01% |
+11
| New | +$1.83K |
|
453
Moody's
MCO
$82.7B
| $2K | ﹤0.01% |
+8
| New | +$2.24K |
|
454
MetLife
MET
$62.1B
| $2K | ﹤0.01% |
+42
| New | +$1.82K |
|
455
MGM Resorts International
MGM
$11.2B
| $2K | ﹤0.01% |
+51
| New | +$1.31K |
|
456
Markel Group
MKL
$23.2B
| $2K | ﹤0.01% |
+2
| New | +$1.99K |
|
|
MRSH
457
Marsh
MRSH
$91.5B
| $2K | ﹤0.01% |
+21
| New | +$2.39K |
|
458
Monster Beverage
MNST
$88.5B
| $2K | ﹤0.01% |
+36
| New | +$1.51K |
|
459
Marvell Technology
MRVL
$196B
| $2K | ﹤0.01% |
+33
| New | +$1.43K |
|
460
MSCI
MSCI
$40.9B
| $2K | ﹤0.01% |
+4
| New | +$1.57K |
|
461
Madison Square Garden
MSGS
$9.39B
| $2K | ﹤0.01% |
+11
| New | +$1.81K |
|
462
M&T Bank
MTB
$36.2B
| $2K | ﹤0.01% |
+19
| New | +$2.16K |
|
463
Northrop Grumman
NOC
$81.2B
| $2K | ﹤0.01% |
+8
| New | +$2.45K |
|
464
Nucor
NUE
$62.1B
| $2K | ﹤0.01% |
+32
| New | +$1.65K |
|
465
Old Dominion Freight Line
ODFL
$44.9B
| $2K | ﹤0.01% |
+16
| New | +$1.59K |
|
466
Okta
OKTA
$25.8B
| $2K | ﹤0.01% |
+7
| New | +$1.66K |
|
467
O'Reilly Automotive
ORLY
$76.3B
| $2K | ﹤0.01% |
+75
| New | +$2.26K |
|
468
Palo Alto Networks
PANW
$297B
| $2K | ﹤0.01% |
+36
| New | +$1.68K |
|
469
Paychex
PAYX
$42.7B
| $2K | ﹤0.01% |
+18
| New | +$1.6K |
|
470
Parker-Hannifin
PH
$135B
| $2K | ﹤0.01% |
+8
| New | +$1.98K |
|
471
Pinnacle Financial Partners Inc
PNFP
$15.8B
| $2K | ﹤0.01% |
+28
| New | +$1.44K |
|
472
Pinnacle West Capital
PNW
$12.2B
| $2K | ﹤0.01% |
+19
| New | +$1.57K |
|
473
PPG Industries
PPG
$26.6B
| $2K | ﹤0.01% |
+14
| New | +$1.95K |
|
474
Public Storage
PSA
$61.3B
| $2K | ﹤0.01% |
+8
| New | +$1.83K |
|
475
Peloton Interactive
PTON
$2.49B
| $2K | ﹤0.01% |
+13
| New | +$1.58K |
|
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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.