PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $392M
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$1.18M
3 +$512K
4
DLB icon
Dolby
DLB
+$381K
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$359K

Top Sells

1 +$231K
2 +$215K
3 +$156K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$141K
5
CVX icon
Chevron
CVX
+$124K

Sector Composition

1 Technology 2.77%
2 Financials 1.84%
3 Energy 1.48%
4 Communication Services 1.31%
5 Utilities 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K 0.01%
550
227
$20K 0.01%
121
+1
228
$20K 0.01%
560
229
$19K 0.01%
308
230
$19K 0.01%
248
231
$19K 0.01%
350
232
$19K 0.01%
71
233
$19K 0.01%
720
234
$19K 0.01%
113
235
$19K 0.01%
390
236
$18K 0.01%
80
237
$18K 0.01%
140
238
$18K 0.01%
1,178
239
$18K 0.01%
62
240
$18K 0.01%
314
241
$17K 0.01%
2,445
242
$17K 0.01%
50
243
$17K 0.01%
117
244
$17K 0.01%
690
245
$17K 0.01%
213
-10
246
$17K 0.01%
344
+1
247
$16K 0.01%
2,600
248
$16K 0.01%
71
249
$16K 0.01%
44
250
$16K 0.01%
379
-4