We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
551
Otis Worldwide
OTIS
$28.2B
| $1K | ﹤0.01% |
+21
| New | +$1.36K |
|
|
PARA
552
DELISTED
Paramount Global Class B
PARA
| $1K | ﹤0.01% |
+40
| New | +$1.28K |
|
553
Pinterest
PINS
$13.4B
| $1K | ﹤0.01% |
+21
| New | +$1.26K |
|
554
Qorvo
QRVO
$8.74B
| $1K | ﹤0.01% |
+8
| New | +$1.18K |
|
555
Synchrony
SYF
$25.6B
| $1K | ﹤0.01% |
+40
| New | +$1.2K |
|
556
Teradyne
TER
$59.3B
| $1K | ﹤0.01% |
+12
| New | +$1.23K |
|
557
Tractor Supply
TSCO
$18B
| $1K | ﹤0.01% |
+50
| New | +$1.4K |
|
558
Wayfair
W
$14.6B
| $1K | ﹤0.01% |
+4
| New | +$1.06K |
|
559
Whirlpool
WHR
$2.82B
| $1K | ﹤0.01% |
+8
| New | +$1.53K |
|
560
Williams Companies
WMB
$86.1B
| $1K | ﹤0.01% |
+72
| New | +$1.46K |
|
561
Willis Towers Watson
WTW
$32B
| $1K | ﹤0.01% |
+7
| New | +$1.44K |
|
562
Xylem
XYL
$28.1B
| $1K | ﹤0.01% |
+14
| New | +$1.32K |
|
|
SGEN
563
DELISTED
Seagen Inc. Common Stock
SGEN
| $1K | ﹤0.01% |
+7
| New | +$1.3K |
|
|
AVLR
564
DELISTED
Avalara, Inc.
AVLR
| $1K | ﹤0.01% |
+7
| New | +$1.12K |
|
|
CERN
565
DELISTED
Cerner Corp
CERN
| $1K | ﹤0.01% |
+18
| New | +$1.33K |
|
|
MXIM
566
DELISTED
Maxim Integrated Products
MXIM
| $1K | ﹤0.01% |
+16
| New | +$1.26K |
|
Similar funds
YF
WAM
SIM
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.