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
$375M
AUM Growth
-$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$1.88M
3 +$1.25M
4
SBUX icon
Starbucks
SBUX
+$1.1M
5
IBKC
IBERIABANK Corp
IBKC
+$806K

Sector Composition

1 Technology 9.36%
2 Healthcare 6.56%
3 Communication Services 6.42%
4 Consumer Staples 5.94%
5 Financials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,314
127
-5,500
128
-3,437
129
-4,196