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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
+4.25%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$77.7M
AUM Growth
+$3.06M
Cap. Flow
-$1.93K
Cap. Flow %
-0%
Top 10 Hldgs %
95.69%
Holding
49
New
1
Increased
–
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
SOLV icon
Solventum
SOLV
+$7.53K

Top Sells

Rank Stock Value
1
MMM icon
3M
MMM
+$9.46K

Sector Composition

Rank Sector Weight
1 Technology 2.3%
2 Financials 1.05%
3 Healthcare 1.02%
4 Consumer Discretionary 0.77%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$968B
$62.6M 80.52%
125,136
– –
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$7.95M 10.23%
181,722
– –
AAPL icon
3
Apple
AAPL
$4.89T
$736K 0.95%
3,493
– –
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$115B
$690K 0.89%
6,098
– –
IWP icon
5
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$638K 0.82%
5,778
– –
MSFT icon
6
Microsoft
MSFT
$2.84T
$483K 0.62%
1,081
– –
NVDA icon
7
NVIDIA
NVDA
$5.01T
$432K 0.56%
3,500
– –
AMZN icon
8
Amazon
AMZN
$2.5T
$291K 0.37%
1,505
– –
UNH icon
9
UnitedHealth
UNH
$382B
$289K 0.37%
567
– –
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.9T
$284K 0.37%
1,550
– –
V icon
11
Visa
V
$677B
$281K 0.36%
1,071
– –
IWF icon
12
iShares Russell 1000 Growth ETF
IWF
$122B
$243K 0.31%
2,672
– –
JPM icon
13
JPMorgan Chase
JPM
$939B
$204K 0.26%
1,011
– –
HD icon
14
Home Depot
HD
$332B
$178K 0.23%
518
– –
UNP icon
15
Union Pacific
UNP
$183B
$171K 0.22%
756
– –
TMO icon
16
Thermo Fisher Scientific
TMO
$211B
$141K 0.18%
255
– –
CVX icon
17
Chevron
CVX
$388B
$138K 0.18%
882
– –
TJX icon
18
TJX Companies
TJX
$170B
$131K 0.17%
1,190
– –
ORCL icon
19
Oracle
ORCL
$331B
$118K 0.15%
833
– –
AFL icon
20
Aflac
AFL
$63.9B
$115K 0.15%
1,288
– –
ECL icon
21
Ecolab
ECL
$75.6B
$115K 0.15%
483
– –
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$114K 0.15%
210
– –
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.07T
$104K 0.13%
256
– –
VNQ icon
24
Vanguard Real Estate ETF
VNQ
$39.9B
$103K 0.13%
1,232
– –
DIS icon
25
Walt Disney
DIS
$165B
$102K 0.13%
1,026
– –
1
2

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YF
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WAM
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SIM
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ACM
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SPH
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AWP
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Standard Family Office's Q2 2024 Portfolio in Review

As of Q2 2024, Standard Family Office held 49 positions worth $77.7M, up 4.1% from $74.7M the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Trading was light in Q2 2024: portfolio turnover was 2%. Standard Family Office opened 1 new position and made no exits, leaving the 49-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 2.3% of assets, up from 2% a quarter earlier, followed by Financials and Healthcare.

  • Standard Family Office's largest Q2 2024 buy was Solventum: 124 shares worth $6.56K.
  • Standard Family Office's biggest Q2 2024 reduction was 3M, cutting an estimated $9.46K.
  • Standard Family Office's ten largest holdings make up 96% of its $77.7M portfolio in Q2 2024.
  • Standard Family Office opened 1 new position and closed 0 in Q2 2024.
  • Standard Family Office's portfolio value rose 4.1% quarter-over-quarter to $77.7M.

Based on Standard Family Office's 13F filing for Q2 2024, filed 14 Aug 2024.