PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $392M
1-Year Est. Return 12.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$598K
3
+$490K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
MSFT icon
Microsoft
MSFT
+$369K

Top Sells

1
+$309K
2
+$273K
3
+$202K
4
AAPL icon
Apple
AAPL
+$132K
5
DIS icon
Walt Disney
DIS
+$117K

Sector Composition

1 Technology 4.06%
2 Financials 2.28%
3 Communication Services 1.14%
4 Energy 0.98%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28.3K 0.01%
308
227
$28.2K 0.01%
223
228
$28K 0.01%
314
229
$27.7K 0.01%
1,179
230
$27.3K 0.01%
350
231
$27.2K 0.01%
220
232
$26.4K 0.01%
357
-94
233
$25.8K 0.01%
213
234
$25.7K 0.01%
215
+1
235
$25.3K 0.01%
194
236
$24.9K 0.01%
720
237
$24.6K 0.01%
220
238
$24.5K 0.01%
236
239
$24.5K 0.01%
314
240
$24.5K 0.01%
1,200
241
$24.2K 0.01%
852
242
$24.1K 0.01%
817
243
$23.6K 0.01%
286
244
$23.2K 0.01%
80
245
$22.9K 0.01%
90
246
$22.5K 0.01%
697
+1
247
$21.2K 0.01%
78
248
$21K 0.01%
853
249
$20.9K 0.01%
50
250
$20.7K 0.01%
120
8 9
10
11 12