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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
201
$394K 0.04%
1,312
+183
202
$391K 0.04%
+3,110
203
$387K 0.04%
7,679
+904
204
$385K 0.04%
+1,910
205
$381K 0.04%
3,996
+135
206
$371K 0.04%
19,600
207
$369K 0.04%
1,523
+21
208
$367K 0.03%
8,470
-2
209
$363K 0.03%
748
+22
210
$352K 0.03%
1,351
-6
211
$349K 0.03%
12,800
212
$349K 0.03%
8,806
-798
213
$347K 0.03%
+1,330
214
$346K 0.03%
148
215
$345K 0.03%
3,403
+84
216
$329K 0.03%
+5,020
217
$313K 0.03%
3,506
-236
218
$306K 0.03%
4,273
+41
219
$303K 0.03%
25,000
220
$289K 0.03%
+1,459
221
$283K 0.03%
1,389
-140
222
$283K 0.03%
1,309
+211
223
$279K 0.03%
9,996
224
$275K 0.03%
775
225
$274K 0.03%
83,119
+20,990
7 8
9
10 11