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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% |
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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.