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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
$163M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$792K
2
+$591K
3
+$474K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$393K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$301K

Top Sells

1
+$967K
2
+$456K
3
+$364K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$275K
5
CVX icon
Chevron
CVX
+$134K

Sector Composition

1 Communication Services 2.75%
2 Energy 2.61%
3 Technology 1.46%
4 Financials 1.06%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
29
302
$1K ﹤0.01%
214
303
$1K ﹤0.01%
10
304
$1K ﹤0.01%
17
305
$0 ﹤0.01%
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306
– –
-938
307
$0 ﹤0.01%
5
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3
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11
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4
320
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-87
321
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– –
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$0 ﹤0.01%
4
325
$0 ﹤0.01%
4
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