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
$170M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$551K
3
+$395K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$289K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$227K

Top Sells

1
+$598K
2
+$503K
3
+$174K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$126K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$90.8K

Sector Composition

1 Communication Services 2.38%
2 Energy 2.04%
3 Technology 1.62%
4 Financials 1.11%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
13
277
$1K ﹤0.01%
20
278
$1K ﹤0.01%
15
-14
279
$1K ﹤0.01%
20
280
$1K ﹤0.01%
32
281
$1K ﹤0.01%
50
282
$1K ﹤0.01%
14
283
$1K ﹤0.01%
16
284
$1K ﹤0.01%
10
285
$1K ﹤0.01%
25
286
$1K ﹤0.01%
30
287
$1K ﹤0.01%
22
288
$1K ﹤0.01%
46
289
$1K ﹤0.01%
29
290
$1K ﹤0.01%
20
291
$1K ﹤0.01%
214
292
$1K ﹤0.01%
10
293
$1K ﹤0.01%
17
294
$1K ﹤0.01%
26
295
$1K ﹤0.01%
8
296
$1K ﹤0.01%
6
297
$1K ﹤0.01%
9
298
$1K ﹤0.01%
16
299
$1K ﹤0.01%
107
300
$1K ﹤0.01%
12
10 11
12
13 14