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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 | |
|---|---|---|---|---|---|---|
476
Regency Centers
REG
$13.9B
| $2K | ﹤0.01% |
+40
| New | +$1.72K |
|
477
Regeneron Pharmaceuticals
REGN
$83.2B
| $2K | ﹤0.01% |
+5
| New | +$2.7K |
|
478
Rockwell Automation
ROK
$48.3B
| $2K | ﹤0.01% |
+7
| New | +$1.71K |
|
479
Roku
ROKU
$22.5B
| $2K | ﹤0.01% |
+6
| New | +$1.57K |
|
480
Ross Stores
ROST
$81.7B
| $2K | ﹤0.01% |
+19
| New | +$1.99K |
|
481
Regal Rexnord
RRX
$11.5B
| $2K | ﹤0.01% |
+13
| New | +$1.44K |
|
482
SBA Communications
SBAC
$19.2B
| $2K | ﹤0.01% |
+6
| New | +$1.76K |
|
483
J.M. Smucker
SJM
$12.6B
| $2K | ﹤0.01% |
+15
| New | +$1.74K |
|
484
Southern Company
SO
$105B
| $2K | ﹤0.01% |
+34
| New | +$2.04K |
|
485
Simon Property Group
SPG
$71.5B
| $2K | ﹤0.01% |
+22
| New | +$1.68K |
|
486
Sempra
SRE
$55.1B
| $2K | ﹤0.01% |
+30
| New | +$1.93K |
|
487
State Street
STT
$51.3B
| $2K | ﹤0.01% |
+24
| New | +$1.63K |
|
488
Constellation Brands
STZ
$22.8B
| $2K | ﹤0.01% |
+9
| New | +$1.77K |
|
489
Stanley Black & Decker
SWK
$15.5B
| $2K | ﹤0.01% |
+9
| New | +$1.6K |
|
490
TransDigm Group
TDG
$67.6B
| $2K | ﹤0.01% |
+3
| New | +$1.65K |
|
491
Teleflex
TFX
$5.89B
| $2K | ﹤0.01% |
+4
| New | +$1.48K |
|
492
Hanover Insurance
THG
$7.86B
| $2K | ﹤0.01% |
+14
| New | +$1.51K |
|
493
T. Rowe Price
TROW
$24.3B
| $2K | ﹤0.01% |
+10
| New | +$1.43K |
|
494
Trane Technologies
TT
$105B
| $2K | ﹤0.01% |
+12
| New | +$1.66K |
|
495
Tyler Technologies
TYL
$13B
| $2K | ﹤0.01% |
+4
| New | +$1.65K |
|
496
United Airlines
UAL
$40.2B
| $2K | ﹤0.01% |
+51
| New | +$2.06K |
|
497
UMB Financial
UMBF
$11.1B
| $2K | ﹤0.01% |
+24
| New | +$1.54K |
|
498
United Rentals
URI
$70.8B
| $2K | ﹤0.01% |
+8
| New | +$1.69K |
|
499
Veeva Systems
VEEV
$38.1B
| $2K | ﹤0.01% |
+8
| New | +$2.24K |
|
500
VF Corp
VFC
$5.86B
| $2K | ﹤0.01% |
+24
| New | +$1.92K |
|
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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.