Standard Family Office Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$5.44M |
| 2 |
Shopify
SHOP
|
+$405K |
| 3 |
Intuitive Surgical
ISRG
|
+$278K |
| 4 |
Snowflake
SNOW
|
+$211K |
| 5 |
Check Point Software Technologies
CHKP
|
+$198K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$8.75M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$6.03M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.8M |
| 4 |
Adobe
ADBE
|
+$737K |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$378K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.94% |
| 2 | Healthcare | 3.74% |
| 3 | Financials | 3.46% |
| 4 | Communication Services | 2.94% |
| 5 | Consumer Discretionary | 2.76% |
Similar funds
Standard Family Office's Q1 2021 Portfolio in Review
As of Q1 2021, Standard Family Office held 681 positions worth $424M, up 1.4% from $418M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Standard Family Office withdrew a net $17.1M in Q1 2021, closing 60 positions and reducing 156 holdings. Its most notable exit was iShares S&P Small-Cap 600 Growth ETF, an estimated $378K position sold in full.
By sector, the portfolio is most concentrated in Technology at 5.9% of assets, up from 5.9% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Standard Family Office opened a new position in Shopify worth $371K.
- Standard Family Office's largest Q1 2021 buy was Shopify: 3,350 shares worth $371K.
- Standard Family Office added most to Vanguard S&P 500 ETF in Q1 2021, an estimated $5.44M increase.
- Standard Family Office's biggest Q1 2021 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $8.75M.
- Standard Family Office fully exited iShares S&P Small-Cap 600 Growth ETF in Q1 2021, selling an estimated $378K.
- Standard Family Office's ten largest holdings make up 78% of its $424M portfolio in Q1 2021.
- Standard Family Office opened 115 new positions and closed 60 in Q1 2021.
- Standard Family Office's portfolio value rose 1.4% quarter-over-quarter to $424M.
Based on Standard Family Office's 13F filing for Q1 2021, filed 12 May 2021.