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
$317M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Sells

1 +$12.5M
2 +$9.09M
3 +$6.41M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$710K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$556K

Sector Composition

1 Technology 3.41%
2 Financials 2.18%
3 Communication Services 1.21%
4 Energy 1.13%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20.7K 0.01%
693
+1
227
$20.2K 0.01%
236
228
$20K 0.01%
50
229
$19.7K 0.01%
250
230
$19.5K 0.01%
849
+6
231
$19.3K 0.01%
187
232
$19.2K 0.01%
314
233
$18.7K 0.01%
222
234
$18.5K 0.01%
140
235
$18.4K 0.01%
390
236
$18.4K 0.01%
71
237
$18.3K 0.01%
842
+299
238
$18.1K 0.01%
220
239
$18.1K 0.01%
850
240
$18.1K 0.01%
817
241
$17.9K 0.01%
213
242
$17.5K 0.01%
945
-2,000
243
$16.6K 0.01%
112
244
$16.5K 0.01%
113
245
$16.3K 0.01%
360
246
$15.7K 0.01%
300
247
$15.6K ﹤0.01%
218
-162
248
$15.5K ﹤0.01%
26
249
$15.3K ﹤0.01%
32
250
$15.3K ﹤0.01%
282