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
276
$14.8K ﹤0.01%
350
277
$14.8K ﹤0.01%
280
278
$14.6K ﹤0.01%
72
279
$14.4K ﹤0.01%
113
280
$14.2K ﹤0.01%
227
281
$14K ﹤0.01%
269
282
$14K ﹤0.01%
438
283
$14K ﹤0.01%
55
+7
284
$13.9K ﹤0.01%
505
285
$13.8K ﹤0.01%
79
286
$13.4K ﹤0.01%
289
+1
287
$12.8K ﹤0.01%
70
288
$12.6K ﹤0.01%
206
289
$12K ﹤0.01%
79
290
$12K ﹤0.01%
300
291
$12K ﹤0.01%
123
292
$11.8K ﹤0.01%
220
293
$11.8K ﹤0.01%
360
294
$11.6K ﹤0.01%
47
295
$11.6K ﹤0.01%
375
296
$11.6K ﹤0.01%
15
+1
297
$11.3K ﹤0.01%
239
298
$11.2K ﹤0.01%
250
299
$11.1K ﹤0.01%
110
300
$11K ﹤0.01%
21