SFO

Standard Family Office Portfolio holdings

AUM $85.4M
This Quarter Return
+5.96%
1 Year Return
+14.07%
3 Year Return
+59.21%
5 Year Return
10 Year Return
AUM
$82.3M
AUM Growth
+$82.3M
Cap. Flow
+$0
Cap. Flow %
0%
Top 10 Hldgs %
95.62%
Holding
49
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Healthcare 1.09%
3 Financials 1.09%
4 Consumer Discretionary 0.77%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$726B
$66M 80.22% 125,136
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$8.7M 10.56% 181,722
AAPL icon
3
Apple
AAPL
$3.45T
$814K 0.99% 3,493
XLK icon
4
Technology Select Sector SPDR Fund
XLK
$83.9B
$688K 0.84% 3,049
IWP icon
5
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$678K 0.82% 5,778
MSFT icon
6
Microsoft
MSFT
$3.77T
$465K 0.57% 1,081
NVDA icon
7
NVIDIA
NVDA
$4.24T
$425K 0.52% 3,500
UNH icon
8
UnitedHealth
UNH
$281B
$332K 0.4% 567
V icon
9
Visa
V
$683B
$294K 0.36% 1,071
AMZN icon
10
Amazon
AMZN
$2.44T
$280K 0.34% 1,505
GOOG icon
11
Alphabet (Google) Class C
GOOG
$2.58T
$259K 0.31% 1,550
IWF icon
12
iShares Russell 1000 Growth ETF
IWF
$116B
$251K 0.3% 668
JPM icon
13
JPMorgan Chase
JPM
$829B
$213K 0.26% 1,011
HD icon
14
Home Depot
HD
$405B
$210K 0.26% 518
UNP icon
15
Union Pacific
UNP
$133B
$186K 0.23% 756
TMO icon
16
Thermo Fisher Scientific
TMO
$186B
$158K 0.19% 255
AFL icon
17
Aflac
AFL
$57.2B
$144K 0.18% 1,288
ORCL icon
18
Oracle
ORCL
$635B
$142K 0.17% 833
TJX icon
19
TJX Companies
TJX
$152B
$140K 0.17% 1,190
CVX icon
20
Chevron
CVX
$324B
$130K 0.16% 882
ECL icon
21
Ecolab
ECL
$78.6B
$123K 0.15% 483
SPY icon
22
SPDR S&P 500 ETF Trust
SPY
$658B
$120K 0.15% 210
VNQ icon
23
Vanguard Real Estate ETF
VNQ
$34.6B
$120K 0.15% 1,232
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.09T
$118K 0.14% 256
ABBV icon
25
AbbVie
ABBV
$372B
$112K 0.14% 567