SFO
Stokes Family Office Portfolio holdings
AUM
$953M
This Quarter Return
+5.64%
1 Year Return
+13.9%
3 Year Return
+54.13%
5 Year Return
+94.95%
10 Year Return
–
AUM
$643M
AUM Growth
+$643M
(+27%)
Cap. Flow
+$110M
Cap. Flow
% of AUM
17.18%
Top 10 Holdings %
Top 10 Hldgs %
43.69%
Holding
201
New
31
Increased
88
Reduced
59
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 10.77% |
| 2 | Healthcare | 5.48% |
| 3 | Communication Services | 5.39% |
| 4 | Consumer Staples | 4.93% |
| 5 | Consumer Discretionary | 4.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Rocket Companies
RKT
$37.4B
| – | – |
-10,200
| Closed | -$206K |
|