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PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $394M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$337K
3
+$303K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$268K
5
WFC icon
Wells Fargo
WFC
+$210K

Top Sells

1
+$14.3M
2
+$7.89M
3
+$5.95M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.03M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$929K

Sector Composition

1 Communication Services 2.54%
2 Technology 2.03%
3 Energy 1.41%
4 Financials 1.21%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
22
277
$1K ﹤0.01%
46
278
$1K ﹤0.01%
70
279
$1K ﹤0.01%
16
280
$1K ﹤0.01%
20
281
$1K ﹤0.01%
10
282
$1K ﹤0.01%
+57
283
$1K ﹤0.01%
42
284
$1K ﹤0.01%
8
285
$1K ﹤0.01%
68
286
$1K ﹤0.01%
34
-1
287
$1K ﹤0.01%
123
288
$1K ﹤0.01%
214
289
– –
-10
290
$0 ﹤0.01%
1
291
– –
-25
292
$0 ﹤0.01%
11
293
$0 ﹤0.01%
4
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294
$0 ﹤0.01%
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295
$0 ﹤0.01%
14
+5
296
– –
-25
297
– –
-3
298
$0 ﹤0.01%
20
299
$0 ﹤0.01%
2
300
– –
-33,054
10 11
12
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