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
$325M
AUM Growth
+$7.68M
(+2.4%)
Holding
179
Top Buys
| 1 | +$1.32M | |
| 2 | +$564K | |
| 3 | +$535K | |
| 4 |
NVIDIA
NVDA
|
+$495K |
| 5 |
OKLO
Oklo
OKLO
|
+$481K |
Top Sells
| 1 | +$1.02M | |
| 2 | +$720K | |
| 3 | +$649K | |
| 4 |
Devon Energy
DVN
|
+$627K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$614K |
Sector Composition
| 1 | Technology | 36.52% |
| 2 | Financials | 12.73% |
| 3 | Consumer Discretionary | 9.19% |
| 4 | Industrials | 8.94% |
| 5 | Communication Services | 5.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Hormel Foods
HRL
$11B
| – | – |
-9,397
|
|
||
177
Extra Space Storage
EXR
$30B
| – | – |
-1,481
|
|
||
178
Donaldson
DCI
$9.71B
| – | – |
-3,257
|
|
||
|
179
Bristol-Myers Squibb
BMY
$116B
| – | – |
-13,616
|
|