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
+10.46%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$62.1M
AUM Growth
+$5.86M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$968B
$54.7M 87.98%
125,136
– –
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$7.47M 12.02%
181,722
– –

Similar funds

TFS
truNorth Financial Services Chambersburg, Pennsylvania $96.7M AUM
YF
Yu Fan $97M AUM 57.2% 1-Year Est. Return
WAM
Watershed Asset Management San Francisco, California $96.5M AUM
SIM
Samara Investment Management Beaverton, Oregon $96.5M AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
SPH
Steel Partners Holdings New York $96.4M AUM
CSW
Cogent Strategic Wealth Chicago, Illinois $97.3M AUM
JKSF
John & Kathleen Schreiber Foundation Lake Forest, Illinois $97.5M AUM 13.8% 1-Year Est. Return

Standard Family Office's Q4 2023 Portfolio in Review

As of Q4 2023, Standard Family Office held 2 positions worth $62.1M, up 10% from $56.3M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2023: portfolio turnover was 0%. Standard Family Office opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

  • Standard Family Office's ten largest holdings make up 100% of its $62.1M portfolio in Q4 2023.
  • Standard Family Office opened 0 new positions and closed 0 in Q4 2023.
  • Standard Family Office's portfolio value rose 10% quarter-over-quarter to $62.1M.

Based on Standard Family Office's 13F filing for Q4 2023, filed 13 Feb 2024.