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
$441M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$7.31M
2 +$1.18M
3 +$964K
4
MCD icon
McDonald's
MCD
+$673K
5
HD icon
Home Depot
HD
+$645K

Top Sells

1 +$1.52M
2 +$1.05M
3 +$1.01M
4
AXP icon
American Express
AXP
+$796K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$789K

Sector Composition

1 Technology 13.18%
2 Healthcare 6.8%
3 Consumer Discretionary 6.74%
4 Communication Services 6.37%
5 Consumer Staples 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$54K 0.01%
1,000
152
$3K ﹤0.01%
10,000
153
-6,190
154
-14,000
155
-6,367
156
-22,288