PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $369M
1-Year Est. Return 11.47%
This Quarter Est. Return
1 Year Est. Return
+11.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$601K
3
+$470K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$391K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$309K

Top Sells

1
+$967K
2
+$471K
3
+$364K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$279K
5
CVX icon
Chevron
CVX
+$141K

Sector Composition

1 Communication Services 2.75%
2 Energy 2.61%
3 Technology 1.46%
4 Financials 1.06%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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$6K ﹤0.01%
52
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$6K ﹤0.01%
166
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$6K ﹤0.01%
163
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$6K ﹤0.01%
79
234
$6K ﹤0.01%
364
+116
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$6K ﹤0.01%
77
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$6K ﹤0.01%
106
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$6K ﹤0.01%
82
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
70
241
$5K ﹤0.01%
86
+66
242
$5K ﹤0.01%
111
243
$5K ﹤0.01%
35
+1
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$5K ﹤0.01%
+144
245
$4K ﹤0.01%
48
246
$4K ﹤0.01%
80
247
$4K ﹤0.01%
116
248
$4K ﹤0.01%
200
249
$3K ﹤0.01%
10
250
$3K ﹤0.01%
118
8 9
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