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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 | |
|---|---|---|---|---|---|---|
26
Honeywell
HON
$78B
| $1.14M | 0.27% |
+5,689
| New | +$1.03M |
|
27
Medtronic
MDT
$112B
| $1.09M | 0.26% |
+9,270
| New | +$1.02M |
|
28
Union Pacific
UNP
$174B
| $1.07M | 0.26% |
+5,134
| New | +$1.03M |
|
29
Match Group
MTCH
$8.55B
| $1.04M | 0.25% |
+6,912
| New | +$914K |
|
30
Graco
GGG
$13.5B
| $1.01M | 0.24% |
+13,948
| New | +$933K |
|
31
Uber
UBER
$153B
| $996K | 0.24% |
+19,538
| New | +$876K |
|
32
Toro Company
TTC
$9.49B
| $980K | 0.23% |
+10,329
| New | +$913K |
|
33
Abbott
ABT
$187B
| $967K | 0.23% |
+8,828
| New | +$960K |
|
34
Walt Disney
DIS
$181B
| $957K | 0.23% |
+5,280
| New | +$758K |
|
35
Thermo Fisher Scientific
TMO
$220B
| $938K | 0.22% |
+2,014
| New | +$944K |
|
36
Verizon
VZ
$196B
| $853K | 0.2% |
+14,516
| New | +$862K |
|
37
Broadcom
AVGO
$2.04T
| $826K | 0.2% |
+18,870
| New | +$736K |
|
38
3M
MMM
$94.3B
| $826K | 0.2% |
+5,650
| New | +$802K |
|
39
Eli Lilly
LLY
$1.06T
| $808K | 0.19% |
+4,788
| New | +$715K |
|
40
Adobe
ADBE
$105B
| $799K | 0.19% |
+1,597
| New | +$772K |
|
41
Twilio
TWLO
$36.6B
| $783K | 0.19% |
+2,313
| New | +$723K |
|
|
SCHW
42
Charles Schwab
SCHW
$187B
| $778K | 0.19% |
+14,659
| New | +$664K |
|
43
Salesforce
CRM
$158B
| $776K | 0.19% |
+3,489
| New | +$848K |
|
44
Cisco
CSCO
$479B
| $776K | 0.19% |
+17,341
| New | +$713K |
|
45
Bank of America
BAC
$442B
| $736K | 0.18% |
+24,284
| New | +$651K |
|
46
DexCom
DXCM
$32B
| $734K | 0.18% |
+7,940
| New | +$709K |
|
47
Lam Research
LRCX
$390B
| $728K | 0.17% |
+15,420
| New | +$649K |
|
48
Centene
CNC
$32.5B
| $711K | 0.17% |
+11,839
| New | +$752K |
|
49
Berkshire Hathaway Class B
BRK.B
$1.13T
| $685K | 0.16% |
+2,953
| New | +$650K |
|
50
Intuit
INTU
$89B
| $677K | 0.16% |
+1,782
| New | +$626K |
|
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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.