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
$248M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1 +$507K
2 +$482K
3 +$299K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$284K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$274K

Top Sells

1 +$1.31M
2 +$984K
3 +$685K
4
T icon
AT&T
T
+$584K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$336K

Sector Composition

1 Technology 4.12%
2 Financials 2.17%
3 Communication Services 2.06%
4 Energy 2.03%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$7K ﹤0.01%
89
302
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20
303
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280
304
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+50
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554
-25
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+140
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+50
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24
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$5K ﹤0.01%
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25
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+132
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236
323
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80
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$5K ﹤0.01%
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$5K ﹤0.01%
64