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
$170M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$551K
3
+$395K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$289K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$227K

Top Sells

1
+$598K
2
+$503K
3
+$174K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$126K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$90.8K

Sector Composition

1 Communication Services 2.38%
2 Energy 2.04%
3 Technology 1.62%
4 Financials 1.11%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
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252
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20
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31
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$3K ﹤0.01%
83
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80
+40
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$2K ﹤0.01%
1
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62
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+200
262
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17
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11
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20
267
$2K ﹤0.01%
+27
268
$2K ﹤0.01%
50
269
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270
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271
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21
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$2K ﹤0.01%
33
273
$1K ﹤0.01%
15
-14
274
$1K ﹤0.01%
20
275
$1K ﹤0.01%
32
9 10
11
12 13