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
176
$202K 0.1%
+399
177
$200K 0.1%
+4,426
178
$193K 0.09%
+12,075
179
$178K 0.09%
+9,774
180
$160K 0.08%
+20,500
181
$155K 0.07%
+11,412
182
$75K 0.04%
+15,000
183
$56K 0.03%
+14,850