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SFO

Stokes Family Office Portfolio holdings

AUM $969M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.4M
3
+$6.18M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.14M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.41M

Top Sells

1
+$15M
2
+$5.39M
3
+$4.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.24M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.93M

Sector Composition

1 Technology 11.62%
2 Financials 5.01%
3 Communication Services 4.14%
4 Healthcare 3.51%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K 0.03%
910
+53
227
$269K 0.03%
1,057
228
$266K 0.03%
+1,323
229
$266K 0.03%
2,082
-171
230
$265K 0.03%
1,225
+25
231
$261K 0.02%
4,775
+258
232
$261K 0.02%
+274
233
$259K 0.02%
+1,053
234
$254K 0.02%
5,019
+1,032
235
$253K 0.02%
+1,102
236
$251K 0.02%
+6,933
237
$247K 0.02%
+713
238
$241K 0.02%
3,281
239
$239K 0.02%
+813
240
$236K 0.02%
2,129
+47
241
$236K 0.02%
3,533
+553
242
$233K 0.02%
1,885
+25
243
$230K 0.02%
+744
244
$229K 0.02%
+288
245
$229K 0.02%
+382
246
$222K 0.02%
372
247
$219K 0.02%
+1,565
248
$217K 0.02%
621
+3
249
$215K 0.02%
2,224
+16
250
$213K 0.02%
+1,684
7 8 9
10
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