We are live on ! Find out more
SFO

Standard Family Office Portfolio holdings

AUM $114M
1-Year Est. Return 21.1%
This Fund
S&P 500
This Quarter Est. Return
+4.25%
1 Year Est. Return
+21.1%
3 Year Est. Return
+67.62%
5 Year Est. Return
+68.01%
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 Miscellaneous 93.13%
2 Technology 2.3%
3 Financials 1.05%
4 Healthcare 1.02%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.04T
$62.6M 80.52%
125,136
– –
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$7.95M 10.23%
181,722
– –
AAPL icon
3
Apple
AAPL
$4.86T
$736K 0.95%
3,493
– –
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$120B
$690K 0.89%
6,098
– –
IWP icon
5
iShares Russell Mid-Cap Growth ETF
IWP
$19.2B
$638K 0.82%
5,778
– –
MSFT icon
6
Microsoft
MSFT
$3.75T
$483K 0.62%
1,081
– –
NVDA icon
7
NVIDIA
NVDA
$5.09T
$432K 0.56%
3,500
– –
AMZN icon
8
Amazon
AMZN
$2.73T
$291K 0.37%
1,505
– –
UNH icon
9
UnitedHealth
UNH
$344B
$289K 0.37%
567
– –
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.23T
$284K 0.37%
1,550
– –
V icon
11
Visa
V
$701B
$281K 0.36%
1,071
– –
IWF icon
12
iShares Russell 1000 Growth ETF
IWF
$124B
$243K 0.31%
2,672
– –
JPM icon
13
JPMorgan Chase
JPM
$931B
$204K 0.26%
1,011
– –
HD icon
14
Home Depot
HD
$310B
$178K 0.23%
518
– –
UNP icon
15
Union Pacific
UNP
$169B
$171K 0.22%
756
– –
TMO icon
16
Thermo Fisher Scientific
TMO
$227B
$141K 0.18%
255
– –
CVX icon
17
Chevron
CVX
$416B
$138K 0.18%
882
– –
TJX icon
18
TJX Companies
TJX
$139B
$131K 0.17%
1,190
– –
ORCL icon
19
Oracle
ORCL
$417B
$118K 0.15%
833
– –
AFL icon
20
Aflac
AFL
$58.7B
$115K 0.15%
1,288
– –
ECL icon
21
Ecolab
ECL
$77.2B
$115K 0.15%
483
– –
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$114K 0.15%
210
– –
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.1T
$104K 0.13%
256
– –
VNQ icon
24
Vanguard Real Estate ETF
VNQ
$37.3B
$103K 0.13%
1,232
– –
DIS icon
25
Walt Disney
DIS
$188B
$102K 0.13%
1,026
– –
1
2

Similar funds

RPC
Royal Palms Capital Whitefish, Montana $114M AUM
SPW
Surience Private Wealth Yakima, Washington $114M AUM 35.7% 1-Year Est. Return
RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $114M AUM
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
SSA
Shepherd Street Advisors Larkspur, California $114M AUM
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
RFW
Redwood Family Wealth Addison, Texas $114M AUM
FCM
Fremen Capital Management Stamford, Connecticut $114M AUM

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 Miscellaneous at 93% of assets, down from 93% a quarter earlier, followed by Technology and Financials.

  • 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.