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
$317M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Sells

1 +$12.5M
2 +$9.09M
3 +$6.41M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$710K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$556K

Sector Composition

1 Technology 3.41%
2 Financials 2.18%
3 Communication Services 1.21%
4 Energy 1.13%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$6.09K ﹤0.01%
50
302
$6.07K ﹤0.01%
60
303
$5.92K ﹤0.01%
51
304
$5.66K ﹤0.01%
210
305
$5.57K ﹤0.01%
375
306
$5.5K ﹤0.01%
123
307
$5.47K ﹤0.01%
239
308
$5.29K ﹤0.01%
80
309
$5.23K ﹤0.01%
163
310
$5.15K ﹤0.01%
190
311
$5.1K ﹤0.01%
37
312
$5.07K ﹤0.01%
81
313
$4.94K ﹤0.01%
48
-162
314
$4.83K ﹤0.01%
220
315
$4.77K ﹤0.01%
91
316
$4.56K ﹤0.01%
92
317
$4.51K ﹤0.01%
59
318
$4.36K ﹤0.01%
236
319
$4.3K ﹤0.01%
110
320
$4.26K ﹤0.01%
115
321
$4.25K ﹤0.01%
82
322
$4.25K ﹤0.01%
8
323
$4.19K ﹤0.01%
106
324
$4.17K ﹤0.01%
18
-2
325
$3.76K ﹤0.01%
132