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
$740M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Sells

1 +$12.7M
2 +$11.3M
3 +$10M
4
MSFT icon
Microsoft
MSFT
+$7.33M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$6.68M

Sector Composition

1 Technology 11.36%
2 Healthcare 4.34%
3 Financials 3.9%
4 Consumer Staples 3.65%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-5,671
352
-2,270
353
-11,281