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
$351M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$1.3M
3 +$1.08M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$930K
5
PG icon
Procter & Gamble
PG
+$867K

Top Sells

1 +$23.6M
2 +$390K
3 +$254K
4
NVDA icon
NVIDIA
NVDA
+$221K
5
DOW icon
Dow Inc
DOW
+$203K

Sector Composition

1 Technology 3.19%
2 Financials 2.3%
3 Communication Services 1.26%
4 Energy 1.13%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$19.2K 0.01%
187
252
$19K 0.01%
+23
253
$18.9K 0.01%
220
254
$18.4K 0.01%
1,567
+1,406
255
$18.1K 0.01%
360
256
$17.6K 0.01%
443
+78
257
$17.3K ﹤0.01%
300
258
$17.1K ﹤0.01%
140
259
$17K ﹤0.01%
282
260
$16.9K ﹤0.01%
850
261
$16.8K ﹤0.01%
32
262
$16.8K ﹤0.01%
113
263
$16.7K ﹤0.01%
33
+7
264
$16.5K ﹤0.01%
111
+11
265
$16.5K ﹤0.01%
390
266
$15.9K ﹤0.01%
120
267
$15.9K ﹤0.01%
371
268
$15.7K ﹤0.01%
155
+39
269
$15.6K ﹤0.01%
+438
270
$15.4K ﹤0.01%
218
271
$15.3K ﹤0.01%
71
272
$14.7K ﹤0.01%
+180
273
$14.7K ﹤0.01%
183
274
$14.4K ﹤0.01%
+41
275
$14.4K ﹤0.01%
92