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SFS

Stiles Financial Services Portfolio holdings

AUM $327M
1-Year Est. Return 30.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$657K
3
+$584K
4
NVDA icon
NVIDIA
NVDA
+$522K
5
MSFT icon
Microsoft
MSFT
+$455K

Top Sells

1
+$596K
2
+$378K
3
+$338K
4
CPRT icon
Copart
CPRT
+$314K
5
LULU icon
lululemon athletica
LULU
+$296K

Sector Composition

1 Technology 35.98%
2 Financials 11.84%
3 Industrials 10.22%
4 Consumer Discretionary 8.59%
5 Consumer Staples 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LULU icon
101
lululemon athletica
LULU
$13.8B
$704K 0.22%
4,601
-1,649
OKLO
102
Oklo
OKLO
$10.1B
$683K 0.21%
13,772
+4,725
COP icon
103
ConocoPhillips
COP
$141B
$676K 0.21%
5,122
-61
MAR icon
104
Marriott International
MAR
$105B
$675K 0.21%
2,065
-64
CB icon
105
Chubb
CB
$128B
$662K 0.2%
2,032
-473
NFLX icon
106
Netflix
NFLX
$342B
$637K 0.19%
6,626
-149
NUE icon
107
Nucor
NUE
$57B
$621K 0.19%
3,673
-1,452
FDS icon
108
Factset
FDS
$9.07B
$614K 0.19%
2,830
-873
ABBV icon
109
AbbVie
ABBV
$397B
$612K 0.19%
2,814
-84
PLTR icon
110
Palantir
PLTR
$314B
$612K 0.19%
4,183
+382
CG icon
111
Carlyle Group
CG
$15.9B
$602K 0.18%
12,439
+51
BIL icon
112
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$577K 0.18%
6,297
-301
FTNT icon
113
Fortinet
FTNT
$102B
$555K 0.17%
6,792
-1,073
ULTA icon
114
Ulta Beauty
ULTA
$20.2B
$548K 0.17%
1,048
+7
PWR icon
115
Quanta Services
PWR
$97.7B
$542K 0.17%
987
+17
VOO icon
116
Vanguard S&P 500 ETF
VOO
$971B
$533K 0.16%
893
+10
AZO icon
117
AutoZone
AZO
$50.9B
$517K 0.16%
153
-4
DINO icon
118
HF Sinclair
DINO
$12.8B
$504K 0.15%
+8,084
EQIX icon
119
Equinix
EQIX
$102B
$503K 0.15%
513
+1
CMG icon
120
Chipotle Mexican Grill
CMG
$39B
$498K 0.15%
15,558
+620
PSX icon
121
Phillips 66
PSX
$72.9B
$495K 0.15%
2,715
-91
WFC icon
122
Wells Fargo
WFC
$252B
$462K 0.14%
5,798
+32
SPYG icon
123
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.6B
$448K 0.14%
4,571
+491
AEP icon
124
American Electric Power
AEP
$69.9B
$432K 0.13%
3,295
+21
ORLY icon
125
O'Reilly Automotive
ORLY
$75B
$422K 0.13%
4,570
3 4
5
6 7