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
$163M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$601K
3
+$470K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$391K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$309K

Top Sells

1
+$967K
2
+$471K
3
+$364K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$279K
5
CVX icon
Chevron
CVX
+$141K

Sector Composition

1 Communication Services 2.75%
2 Energy 2.61%
3 Technology 1.46%
4 Financials 1.06%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
32
252
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253
$3K ﹤0.01%
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-1
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31
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83
256
$3K ﹤0.01%
+46
257
$3K ﹤0.01%
150
258
$2K ﹤0.01%
11
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1
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40
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46
266
$2K ﹤0.01%
20
267
$2K ﹤0.01%
50
268
$2K ﹤0.01%
75
269
$2K ﹤0.01%
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$2K ﹤0.01%
20
271
$2K ﹤0.01%
38
272
$1K ﹤0.01%
3
273
$1K ﹤0.01%
20
274
$1K ﹤0.01%
32
275
$1K ﹤0.01%
50
9 10
11
12 13