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
$351M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$1.3M
3 +$1.08M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$930K
5
PG icon
Procter & Gamble
PG
+$867K

Top Sells

1 +$23.6M
2 +$390K
3 +$254K
4
NVDA icon
NVIDIA
NVDA
+$221K
5
DOW icon
Dow Inc
DOW
+$203K

Sector Composition

1 Technology 3.19%
2 Financials 2.3%
3 Communication Services 1.26%
4 Energy 1.13%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.7K 0.01%
1,692
227
$26.7K 0.01%
720
228
$26.4K 0.01%
218
229
$26K 0.01%
220
230
$24.6K 0.01%
194
231
$24.6K 0.01%
500
232
$24.4K 0.01%
1,200
233
$23.7K 0.01%
350
234
$23.7K 0.01%
80
235
$23.5K 0.01%
213
+165
236
$23.3K 0.01%
+314
237
$23K 0.01%
260
-258
238
$22.6K 0.01%
236
239
$22.6K 0.01%
112
240
$22.1K 0.01%
695
+2
241
$21.2K 0.01%
286
+206
242
$21K 0.01%
314
243
$20.8K 0.01%
213
244
$20.5K 0.01%
50
245
$20.4K 0.01%
849
246
$20.4K 0.01%
817
247
$19.9K 0.01%
250
248
$19.9K 0.01%
+78
249
$19.4K 0.01%
+140
250
$19.4K 0.01%
852
+10