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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
-5.89%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$372M
AUM Growth
+$361M
(+3,204%)
Cap. Flow
+$360M
Cap. Flow
% of AUM
96.59%
Top 10 Holdings %
Top 10 Hldgs %
98.45%
Holding
266
New
57
Increased
9
Reduced
4
Closed
195
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$221M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$71.7M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$45.4M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$24.5M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.06M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$826K |
| 2 |
UnitedHealth
UNH
|
+$711K |
| 3 |
JPMorgan Chase
JPM
|
+$470K |
| 4 |
Meta Platforms (Facebook)
META
|
+$428K |
| 5 |
NVIDIA
NVDA
|
+$420K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.57% |
| 2 | Healthcare | 0.26% |
| 3 | Industrials | 0.24% |
| 4 | Financials | 0.18% |
| 5 | Consumer Discretionary | 0.17% |
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Standard Family Office's Q1 2022 Portfolio in Review
As of Q1 2022, Standard Family Office held 266 positions worth $372M, up 3,204% from $11.3M the previous quarter. Its ten largest holdings account for 98% of the portfolio.
Standard Family Office deployed $360M of net new capital in Q1 2022, opening 57 new positions and adding to 9 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 538,948 shares worth $224M.
By sector, the portfolio is most concentrated in Technology at 0.57% of assets, down from 22% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was Verizon, an estimated $46.5K trimmed.
- Standard Family Office's largest Q1 2022 buy was Vanguard S&P 500 ETF: 538,948 shares worth $224M.
- Standard Family Office added most to MSCI in Q1 2022, an estimated $184K increase.
- Standard Family Office's biggest Q1 2022 reduction was Verizon, cutting an estimated $46.5K.
- Standard Family Office fully exited Alphabet (Google) Class A in Q1 2022, selling an estimated $826K.
- Standard Family Office's ten largest holdings make up 98% of its $372M portfolio in Q1 2022.
- Standard Family Office opened 57 new positions and closed 195 in Q1 2022.
- Standard Family Office's portfolio value rose 3,204% quarter-over-quarter to $372M.
Based on Standard Family Office's 13F filing for Q1 2022, filed 16 May 2022.