SFS
Stiles Financial Services Portfolio holdings
AUM
$290M
1-Year Est. Return
15.36%
1 Year Est. Return
+15.36%
AUM
$290M
AUM Growth
+$29M
(+11%)
Holding
180
Top Buys
| 1 | +$905K | |
| 2 | +$524K | |
| 3 | +$482K | |
| 4 |
Microsoft
MSFT
|
+$433K |
| 5 |
JPMorgan Chase
JPM
|
+$409K |
Top Sells
| 1 | +$952K | |
| 2 | +$450K | |
| 3 | +$328K | |
| 4 |
Sony
SONY
|
+$297K |
| 5 |
NRG Energy
NRG
|
+$296K |
Sector Composition
| 1 | Technology | 32.44% |
| 2 | Financials | 13.17% |
| 3 | Industrials | 9.42% |
| 4 | Consumer Discretionary | 9.35% |
| 5 | Consumer Staples | 6.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Healthpeak Properties
DOC
$12.9B
| – | – |
-10,179
|
|
||
177
Enterprise Products Partners
EPD
$67.2B
| – | – |
-7,187
|
|
||
178
Hershey
HSY
$37.3B
| – | – |
-1,627
|
|
||
|
MFA
179
MFA Financial
MFA
$948M
| – | – |
-10,308
|
|
||
180
PPL Corp
PPL
$27.9B
| – | – |
-6,488
|
|