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
$357M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Sells

1 +$213K
2 +$146K
3 +$134K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$119K
5
PLD icon
Prologis
PLD
+$107K

Sector Composition

1 Technology 4.05%
2 Financials 2.21%
3 Communication Services 1.26%
4 Energy 1.12%
5 Consumer Staples 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25K 0.01%
223
-956
227
$25K 0.01%
220
228
$24.5K 0.01%
500
229
$24.1K 0.01%
720
230
$24.1K 0.01%
214
+1
231
$23.7K 0.01%
194
232
$23.1K 0.01%
314
233
$22.8K 0.01%
314
234
$22.7K 0.01%
1,200
235
$22.6K 0.01%
852
236
$22.3K 0.01%
236
237
$22.2K 0.01%
217
-43
238
$21.7K 0.01%
817
239
$21.4K 0.01%
213
240
$20.9K 0.01%
80
241
$20.9K 0.01%
696
+1
242
$20.1K 0.01%
286
243
$19.7K 0.01%
853
+4
244
$19.6K 0.01%
220
245
$19.4K 0.01%
112
246
$19.3K 0.01%
120
247
$18.7K 0.01%
50
248
$18.5K 0.01%
140
249
$18.3K 0.01%
33
250
$18.1K 0.01%
140