SFS

Stiles Financial Services Portfolio holdings

AUM $290M
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$7.12M
3
+$5.89M
4
UNH icon
UnitedHealth
UNH
+$5.68M
5
AMD icon
Advanced Micro Devices
AMD
+$4.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.29%
2 Healthcare 13.24%
3 Consumer Discretionary 11.11%
4 Financials 9.94%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.11%
+39,100
27
$2.25M 1.09%
+40,536
28
$2.13M 1.03%
+24,864
29
$2.09M 1.01%
+9,235
30
$2.09M 1.01%
+7,130
31
$2.01M 0.97%
+5,063
32
$1.92M 0.92%
+5,261
33
$1.89M 0.91%
+59,092
34
$1.76M 0.85%
+6,667
35
$1.74M 0.84%
+15,409
36
$1.74M 0.84%
+9,219
37
$1.68M 0.81%
+66,305
38
$1.6M 0.77%
+43,086
39
$1.55M 0.75%
+2,741
40
$1.54M 0.74%
+8,422
41
$1.53M 0.74%
+6,706
42
$1.51M 0.73%
+14,403
43
$1.36M 0.66%
+3,690
44
$1.34M 0.65%
+22,665
45
$1.32M 0.64%
+8,594
46
$1.32M 0.64%
+10,748
47
$1.31M 0.63%
+4,735
48
$1.29M 0.62%
+16,997
49
$1.26M 0.61%
+3,354
50
$1.25M 0.6%
+9,650
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