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
$643M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$29.3M
3 +$26.2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$17.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.8M

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 Change
in Stake
Capital Flow
201
-10,200