PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $392M
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.36M
3
+$5.71M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.03M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$865K

Top Sells

1
+$5.24M
2
+$178K
3
+$140K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$106K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$93.9K

Sector Composition

1 Technology 2.19%
2 Communication Services 1.96%
3 Consumer Staples 1.07%
4 Energy 1.01%
5 Financials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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