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SFO

Stokes Family Office Portfolio holdings

AUM $969M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.4M
3
+$6.18M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.14M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.41M

Top Sells

1
+$15M
2
+$5.39M
3
+$4.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.24M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.93M

Sector Composition

1 Technology 11.62%
2 Financials 5.01%
3 Communication Services 4.14%
4 Healthcare 3.51%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$517K 0.05%
4,544
+1,205
177
$511K 0.05%
2,035
+544
178
$504K 0.05%
3,805
179
$504K 0.05%
6,013
-51
180
$503K 0.05%
7,447
-68
181
$498K 0.05%
3,406
+49
182
$498K 0.05%
8,752
-34,620
183
$490K 0.05%
982
+176
184
$482K 0.05%
2,266
+24
185
$474K 0.05%
+4,242
186
$472K 0.04%
14,776
+34
187
$469K 0.04%
8,663
188
$465K 0.04%
14,569
189
$460K 0.04%
3,677
+614
190
$449K 0.04%
+17,773
191
$449K 0.04%
1,005
+5
192
$449K 0.04%
4,722
+686
193
$430K 0.04%
7,023
+21
194
$427K 0.04%
12,739
-1,517
195
$420K 0.04%
3,091
+761
196
$418K 0.04%
4,192
+998
197
$416K 0.04%
1,490
+663
198
$408K 0.04%
4,000
199
$407K 0.04%
11,080
200
$398K 0.04%
1,678
-13
6 7
8
9 10