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
$380M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$598K
3 +$490K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
MSFT icon
Microsoft
MSFT
+$369K

Top Sells

1 +$309K
2 +$273K
3 +$202K
4
AAPL icon
Apple
AAPL
+$132K
5
DIS icon
Walt Disney
DIS
+$117K

Sector Composition

1 Technology 4.06%
2 Financials 2.28%
3 Communication Services 1.14%
4 Energy 0.98%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$20.5K 0.01%
140
252
$20.4K 0.01%
23
253
$19.6K 0.01%
140
254
$19K 0.01%
218
255
$19K 0.01%
282
256
$18.9K 0.01%
+525
257
$18.3K ﹤0.01%
444
+1
258
$18.2K ﹤0.01%
112
259
$18.2K ﹤0.01%
155
260
$17.8K ﹤0.01%
280
261
$17.7K ﹤0.01%
41
262
$17.6K ﹤0.01%
390
263
$17.3K ﹤0.01%
68
264
$16.7K ﹤0.01%
99
265
$16.7K ﹤0.01%
183
266
$16.6K ﹤0.01%
1,567
267
$16.6K ﹤0.01%
111
268
$16.3K ﹤0.01%
70
269
$16.3K ﹤0.01%
180
270
$16.2K ﹤0.01%
850
271
$15.9K ﹤0.01%
113
272
$15.7K ﹤0.01%
250
273
$15.4K ﹤0.01%
269
274
$15.4K ﹤0.01%
438
275
$15K ﹤0.01%
350