PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $392M
1-Year Est. Return 12.04%
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1 +$753K
2 +$472K
3 +$251K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$183K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$169K

Sector Composition

1 Technology 3.37%
2 Financials 2.11%
3 Energy 1.27%
4 Communication Services 1.26%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20.9K 0.01%
213
227
$20.6K 0.01%
690
228
$20.3K 0.01%
532
-300
229
$20.3K 0.01%
209
+1
230
$20.3K 0.01%
50
231
$20.2K 0.01%
71
232
$20.2K 0.01%
194
233
$20K 0.01%
140
234
$19.7K 0.01%
843
+3
235
$19.7K 0.01%
314
236
$19.6K 0.01%
113
237
$19.5K 0.01%
50
238
$19.4K 0.01%
140
239
$19.1K 0.01%
390
240
$17.8K 0.01%
187
241
$17.7K 0.01%
71
242
$17.7K 0.01%
850
243
$17.6K 0.01%
236
244
$17.5K 0.01%
122
245
$17.4K 0.01%
222
246
$17.3K 0.01%
250
247
$17.3K 0.01%
125
248
$17.1K 0.01%
275
249
$16.9K 0.01%
371
250
$16.5K 0.01%
73