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
$220M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$712K
2 +$684K
3 +$681K
4
DUK icon
Duke Energy
DUK
+$542K
5
WSM icon
Williams-Sonoma
WSM
+$507K

Top Sells

1 +$595K
2 +$565K
3 +$452K
4
MU icon
Micron Technology
MU
+$378K
5
EIX icon
Edison International
EIX
+$348K

Sector Composition

1 Technology 28.81%
2 Healthcare 14.03%
3 Financials 11.69%
4 Consumer Discretionary 9.9%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-15,093
177
-3,480
178
-1,979
179
-3,477
180
-26,634
181
-2,150