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
51
$1.23M 0.59%
+5,382
52
$1.2M 0.58%
+49,067
53
$1.17M 0.57%
+7,028
54
$1.15M 0.56%
+4,304
55
$1.13M 0.55%
+5,174
56
$1.13M 0.54%
+6,149
57
$1.11M 0.54%
+17,551
58
$1.1M 0.53%
+3,262
59
$1.05M 0.51%
+10,048
60
$1.01M 0.49%
+15,203
61
$1M 0.48%
+10,760
62
$990K 0.48%
+2,754
63
$946K 0.46%
+4,517
64
$922K 0.44%
+5,112
65
$920K 0.44%
+3,621
66
$918K 0.44%
+7,846
67
$913K 0.44%
+4,258
68
$885K 0.43%
+18,133
69
$884K 0.43%
+5,475
70
$883K 0.43%
+13,573
71
$882K 0.43%
+13,095
72
$876K 0.42%
+9,560
73
$839K 0.4%
+2,405
74
$836K 0.4%
+2,373
75
$813K 0.39%
+3,297
1 2
3
4 5