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
$317M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Sells

1 +$12.5M
2 +$9.09M
3 +$6.41M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$710K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$556K

Sector Composition

1 Technology 3.41%
2 Financials 2.18%
3 Communication Services 1.21%
4 Energy 1.13%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$15.1K ﹤0.01%
70
252
$14.3K ﹤0.01%
371
253
$14.3K ﹤0.01%
46
254
$13.6K ﹤0.01%
269
255
$13.5K ﹤0.01%
280
256
$13.4K ﹤0.01%
120
257
$13.3K ﹤0.01%
200
258
$13.1K ﹤0.01%
100
259
$12.9K ﹤0.01%
183
260
$12.6K ﹤0.01%
56
261
$12.6K ﹤0.01%
365
262
$12.5K ﹤0.01%
92
263
$12.4K ﹤0.01%
123
264
$12.4K ﹤0.01%
505
265
$12.1K ﹤0.01%
350
266
$11.9K ﹤0.01%
130
267
$11.9K ﹤0.01%
240
268
$11.7K ﹤0.01%
219
269
$11.7K ﹤0.01%
123
270
$11.4K ﹤0.01%
284
+3
271
$11.3K ﹤0.01%
89
+1
272
$10.9K ﹤0.01%
332
273
$10.9K ﹤0.01%
116
274
$10.7K ﹤0.01%
190
275
$10.5K ﹤0.01%
48