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
126
$364K 0.18%
+3,157
127
$362K 0.17%
+1,235
128
$350K 0.17%
+2,121
129
$345K 0.17%
+2,515
130
$344K 0.17%
+1,649
131
$341K 0.16%
+2,136
132
$331K 0.16%
+2,134
133
$322K 0.16%
+29,405
134
$320K 0.15%
+1,254
135
$319K 0.15%
+1,802
136
$315K 0.15%
+7,091
137
$312K 0.15%
+1,461
138
$309K 0.15%
+19,173
139
$307K 0.15%
+3,936
140
$296K 0.14%
+3,829
141
$293K 0.14%
+3,505
142
$291K 0.14%
+4,370
143
$290K 0.14%
+836
144
$289K 0.14%
+3,563
145
$280K 0.14%
+8,213
146
$275K 0.13%
+4,725
147
$274K 0.13%
+6,111
148
$266K 0.13%
+8,059
149
$265K 0.13%
+2,583
150
$265K 0.13%
+3,868
4 5
6
7 8