SFO

Stokes Family Office Portfolio holdings

AUM $953M
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$4.59M
3
+$3.15M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$2.46M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.28M

Top Sells

1
+$2.41M
2
+$1.88M
3
+$1.82M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.8M
5
META icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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