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
$250M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$657K
2 +$560K
3 +$501K
4
LMT icon
Lockheed Martin
LMT
+$466K
5
CME icon
CME Group
CME
+$454K

Top Sells

1 +$1.21M
2 +$955K
3 +$625K
4
SYK icon
Stryker
SYK
+$283K
5
AMD icon
Advanced Micro Devices
AMD
+$223K

Sector Composition

1 Technology 29.52%
2 Healthcare 13.3%
3 Financials 11.53%
4 Consumer Discretionary 9.72%
5 Industrials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-41,898
177
-34,769