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
$389M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$541K
3 +$240K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$145K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$142K

Sector Composition

1 Technology 4%
2 Financials 2.4%
3 Communication Services 1.2%
4 Energy 0.98%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$22.7K 0.01%
1,200
252
$22.7K 0.01%
+200
253
$22.1K 0.01%
314
254
$21.2K 0.01%
50
255
$20.5K 0.01%
698
+1
256
$19.8K 0.01%
111
257
$19.4K 0.01%
857
+4
258
$19.3K 0.01%
78
259
$18.9K ﹤0.01%
282
260
$18.8K ﹤0.01%
140
261
$18.7K ﹤0.01%
155
262
$18.6K ﹤0.01%
41
263
$18.4K ﹤0.01%
183
264
$17.9K ﹤0.01%
444
265
$17.8K ﹤0.01%
525
266
$17.4K ﹤0.01%
140
267
$17.4K ﹤0.01%
180
268
$17.4K ﹤0.01%
218
269
$17K ﹤0.01%
99
270
$16.4K ﹤0.01%
1,567
271
$16.3K ﹤0.01%
68
272
$15.8K ﹤0.01%
390
273
$15.7K ﹤0.01%
56
274
$15.6K ﹤0.01%
112
275
$14.8K ﹤0.01%
850