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SFS
Stiles Financial Services Portfolio holdings
AUM
$327M
1-Year Est. Return
30.84%
This Fund
S&P 500
1 Year Est. Return
+30.84%
AUM
$327M
AUM Growth
+$2.42M
(+0.74%)
Holding
180
Top Buys
| 1 | +$719K | |
| 2 | +$657K | |
| 3 | +$584K | |
| 4 |
NVIDIA
NVDA
|
+$522K |
| 5 |
Microsoft
MSFT
|
+$455K |
Top Sells
| 1 | +$596K | |
| 2 | +$378K | |
| 3 | +$338K | |
| 4 |
Copart
CPRT
|
+$314K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
ON Semiconductor
ON
$45.1B
| $194K | 0.06% |
+3,130
|
|
||
177
Banco Santander
SAN
$181B
| $162K | 0.05% |
14,333
|
|
||
178
General Mills
GIS
$18B
| – | – |
-5,259
|
|
||
|
179
Copart
CPRT
$28.8B
| – | – |
-8,010
|
|
||
180
Morgan Stanley
MS
$335B
| – | – |
-1,291
|
|