PCFFS
Pacific Center for Financial Services Portfolio holdings
AUM
$369M
1-Year Return
11.47%
This Quarter Return
-13.46%
1 Year Return
+11.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$242M
AUM Growth
-$37.2M
(-13%)
Cap. Flow
+$2.85M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
70.88%
Holding
420
New
35
Increased
96
Reduced
39
Closed
10
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$349K |
| 2 |
AT&T
T
|
+$314K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$299K |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$285K |
| 5 |
Chevron
CVX
|
+$278K |
Sector Composition
| 1 | Technology | 3.08% |
| 2 | Financials | 1.88% |
| 3 | Communication Services | 1.7% |
| 4 | Energy | 1.61% |
| 5 | Utilities | 0.82% |
