SFO
Stokes Family Office Portfolio holdings
AUM
$953M
1-Year Est. Return
13.9%
1 Year Est. Return
+13.9%
AUM
$701M
AUM Growth
-$32.1M
(-4.4%)
Holding
296
Top Buys
| 1 | +$5.26M | |
| 2 | +$4.59M | |
| 3 | +$3.15M | |
| 4 |
iShares International Equity Factor ETF
INTF
|
+$2.46M |
| 5 |
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
|
+$2.28M |
Top Sells
| 1 | +$2.41M | |
| 2 | +$1.88M | |
| 3 | +$1.82M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.31M |
Sector Composition
| 1 | Technology | 10.06% |
| 2 | Healthcare | 5.91% |
| 3 | Financials | 5% |
| 4 | Consumer Staples | 4.71% |
| 5 | Consumer Discretionary | 3.55% |