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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 | |
|---|---|---|---|---|---|---|
|
PPL
201
PPL Corp
PPL
$26.7B
| $100K | 0.02% |
+3,537
| New | +$100K |
|
202
Autohome
ATHM
$2.62B
| $98K | 0.02% |
+982
| New | +$97.1K |
|
203
CRH
CRH
$66.8B
| $98K | 0.02% |
+2,311
| New | +$90.9K |
|
204
Ericsson
ERIC
$33.3B
| $98K | 0.02% |
+8,168
| New | +$95.7K |
|
205
Lamar Advertising Co
LAMR
$16.3B
| $96K | 0.02% |
+1,155
| New | +$86.4K |
|
206
Becton Dickinson
BDX
$48.2B
| $95K | 0.02% |
+391
| New | +$91.2K |
|
207
Raymond James Financial
RJF
$34B
| $95K | 0.02% |
+1,487
| New | +$85.1K |
|
|
PXD
208
DELISTED
Pioneer Natural Resource Co.
PXD
| $95K | 0.02% |
+837
| New | +$81.4K |
|
209
Cooper Companies
COO
$14.5B
| $94K | 0.02% |
+1,032
| New | +$88.6K |
|
210
Criteo S.A. Ordinary Shares
CRTO
$923M
| $93K | 0.02% |
+4,536
| New | +$75.8K |
|
211
CF Industries
CF
$17.3B
| $92K | 0.02% |
+2,376
| New | +$78.4K |
|
|
HES
212
DELISTED
Hess
HES
| $92K | 0.02% |
+1,745
| New | +$79.3K |
|
213
MDU Resources
MDU
$4.32B
| $91K | 0.02% |
+9,102
| New | +$85.1K |
|
214
PACCAR
PCAR
$70.1B
| $88K | 0.02% |
+1,533
| New | +$90K |
|
215
Sun Communities
SUI
$14.7B
| $88K | 0.02% |
+577
| New | +$83.5K |
|
|
PDCO
216
DELISTED
Patterson Companies, Inc.
PDCO
| $88K | 0.02% |
+2,963
| New | +$83.9K |
|
|
CS
217
DELISTED
Credit Suisse Group
CS
| $88K | 0.02% |
+6,843
| New | +$79.3K |
|
218
Elanco Animal Health
ELAN
$11.1B
| $87K | 0.02% |
+2,850
| New | +$87K |
|
219
Baidu
BIDU
$37.2B
| $82K | 0.02% |
+377
| New | +$56K |
|
220
Blackstone Mortgage Trust
BXMT
$2.38B
| $82K | 0.02% |
+2,971
| New | +$75K |
|
221
ConocoPhillips
COP
$141B
| $82K | 0.02% |
+2,043
| New | +$75.3K |
|
222
Itaú Unibanco
ITUB
$87.5B
| $82K | 0.02% |
+18,569
| New | +$69.5K |
|
|
CAJ
223
DELISTED
Canon, Inc.
CAJ
| $82K | 0.02% |
+4,210
| New | +$76K |
|
224
Restaurant Brands International
QSR
$25.8B
| $79K | 0.02% |
+1,286
| New | +$75.1K |
|
225
STMicroelectronics
STM
$50B
| $79K | 0.02% |
+2,117
| New | +$75.1K |
|
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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.