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SFO
Stokes Family Office Portfolio holdings
AUM
$969M
1-Year Est. Return
19.6%
This Fund
S&P 500
1 Year Est. Return
+19.6%
AUM
$803M
AUM Growth
+$25.7M
(+3.3%)
Holding
317
Top Buys
| 1 | +$24.5M | |
| 2 | +$13.7M | |
| 3 | +$9.94M | |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$9.45M |
| 5 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$6.09M |
Top Sells
| 1 | +$19.8M | |
| 2 | +$17.5M | |
| 3 | +$15.6M | |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$15.2M |
| 5 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$6.36M |
Sector Composition
| 1 | Technology | 10.97% |
| 2 | Healthcare | 5.19% |
| 3 | Financials | 4.73% |
| 4 | Consumer Staples | 4.72% |
| 5 | Industrials | 3.21% |