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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 | |
|---|---|---|---|---|---|---|
|
XLNX
526
DELISTED
Xilinx Inc
XLNX
| $2K | ﹤0.01% |
+16
| New | +$2.08K |
|
|
KSU
527
DELISTED
Kansas City Southern
KSU
| $2K | ﹤0.01% |
+8
| New | +$1.5K |
|
|
ALXN
528
DELISTED
Alexion Pharmaceuticals
ALXN
| $2K | ﹤0.01% |
+12
| New | +$1.54K |
|
|
TCF
529
DELISTED
TCF Financial Corporation Common Stock
TCF
| $2K | ﹤0.01% |
+49
| New | +$1.56K |
|
530
Alnylam Pharmaceuticals
ALNY
$29.3B
| $1K | ﹤0.01% |
+11
| New | +$1.47K |
|
531
Best Buy
BBY
$17.3B
| $1K | ﹤0.01% |
+15
| New | +$1.68K |
|
532
Broadridge
BR
$19B
| $1K | ﹤0.01% |
+9
| New | +$1.31K |
|
533
Cencora
COR
$61.2B
| $1K | ﹤0.01% |
+15
| New | +$1.5K |
|
534
Corteva
CTVA
$51.3B
| $1K | ﹤0.01% |
+38
| New | +$1.36K |
|
535
Darden Restaurants
DRI
$24.4B
| $1K | ﹤0.01% |
+12
| New | +$1.28K |
|
536
Essex Property Trust
ESS
$18.5B
| $1K | ﹤0.01% |
+6
| New | +$1.38K |
|
537
Expedia Group
EXPE
$37.3B
| $1K | ﹤0.01% |
+11
| New | +$1.24K |
|
538
Fortune Brands Innovations
FBIN
$6.06B
| $1K | ﹤0.01% |
+20
| New | +$1.46K |
|
539
Guidewire Software
GWRE
$14.2B
| $1K | ﹤0.01% |
+11
| New | +$1.25K |
|
|
HOLX
540
DELISTED
Hologic
HOLX
| $1K | ﹤0.01% |
+19
| New | +$1.34K |
|
541
Hershey
HSY
$36.6B
| $1K | ﹤0.01% |
+9
| New | +$1.33K |
|
542
HubSpot
HUBS
$10.5B
| $1K | ﹤0.01% |
+3
| New | +$1.05K |
|
543
Incyte
INCY
$24.4B
| $1K | ﹤0.01% |
+16
| New | +$1.38K |
|
544
Leidos
LDOS
$17.3B
| $1K | ﹤0.01% |
+14
| New | +$1.34K |
|
545
Lear
LEA
$8.18B
| $1K | ﹤0.01% |
+9
| New | +$1.27K |
|
546
Labcorp
LH
$25.9B
| $1K | ﹤0.01% |
+8
| New | +$1.38K |
|
547
Lennox International
LII
$15.2B
| $1K | ﹤0.01% |
+5
| New | +$1.42K |
|
548
MarketAxess Holdings
MKTX
$5.72B
| $1K | ﹤0.01% |
+2
| New | +$1.09K |
|
549
Moderna
MRNA
$23.6B
| $1K | ﹤0.01% |
+13
| New | +$1.31K |
|
550
Realty Income
O
$59.1B
| $1K | ﹤0.01% |
+25
| New | +$1.48K |
|
Similar funds
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ACM
CSW
JKSF
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.