PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $369M
1-Year Est. Return 11.47%
This Quarter Est. Return
1 Year Est. Return
+11.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$6.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Sells

1 +$250K
2 +$222K
3 +$127K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$109K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$53.7K

Sector Composition

1 Communication Services 2.78%
2 Energy 2.66%
3 Technology 1.47%
4 Industrials 1.23%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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