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
$450M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$65M
2 +$23.1M
3 +$21.7M
4
AAPL icon
Apple
AAPL
+$20.6M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$20.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.55%
2 Communication Services 6.74%
3 Healthcare 5.95%
4 Consumer Staples 5.74%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$72K 0.02%
+1,000
127
$33K 0.01%
+10,000