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
$294M
AUM Growth
-$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$9.09M
2 +$6.68M
3 +$6.51M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.05M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$542K

Sector Composition

1 Technology 3.43%
2 Financials 2.15%
3 Energy 1.46%
4 Communication Services 1.25%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$17.1K 0.01%
843
252
$17K 0.01%
112
253
$16.9K 0.01%
220
254
$16.9K 0.01%
113
255
$16.7K 0.01%
187
256
$16.6K 0.01%
222
257
$16.3K 0.01%
+300
258
$16.2K 0.01%
78
+5
259
$15.3K 0.01%
213
260
$14.9K 0.01%
817
261
$14.1K ﹤0.01%
282
262
$14K ﹤0.01%
371
263
$13.7K ﹤0.01%
32
-43
264
$13.3K ﹤0.01%
26
265
$12.8K ﹤0.01%
269
266
$12.5K ﹤0.01%
123
267
$12.5K ﹤0.01%
46
268
$12.5K ﹤0.01%
200
269
$12.1K ﹤0.01%
280
270
$11.6K ﹤0.01%
+183
271
$11.5K ﹤0.01%
70
272
$11.3K ﹤0.01%
219
273
$11.1K ﹤0.01%
365
+1
274
$11K ﹤0.01%
543
275
$11K ﹤0.01%
78
+1