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
276
$14.7K ﹤0.01%
227
277
$14.1K ﹤0.01%
123
278
$14.1K ﹤0.01%
79
279
$14.1K ﹤0.01%
371
280
$14.1K ﹤0.01%
360
281
$14K ﹤0.01%
27
-6
282
$14K ﹤0.01%
56
283
$14K ﹤0.01%
300
284
$13.5K ﹤0.01%
288
+2
285
$13.4K ﹤0.01%
505
286
$12.9K ﹤0.01%
14
287
$12.5K ﹤0.01%
79
288
$12.4K ﹤0.01%
14
289
$12K ﹤0.01%
240
290
$11.8K ﹤0.01%
206
291
$11.7K ﹤0.01%
48
292
$11.5K ﹤0.01%
72
293
$11.4K ﹤0.01%
122
294
$11.4K ﹤0.01%
375
+1
295
$11.2K ﹤0.01%
+183
296
$11.1K ﹤0.01%
40
297
$11.1K ﹤0.01%
2,278
298
$10.9K ﹤0.01%
92
+1
299
$10.8K ﹤0.01%
47
300
$10.7K ﹤0.01%
220
10 11
12
13 14