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
$351M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$1.3M
3 +$1.08M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$930K
5
PG icon
Procter & Gamble
PG
+$867K

Top Sells

1 +$23.6M
2 +$390K
3 +$254K
4
NVDA icon
NVIDIA
NVDA
+$221K
5
DOW icon
Dow Inc
DOW
+$203K

Sector Composition

1 Technology 3.19%
2 Financials 2.3%
3 Communication Services 1.26%
4 Energy 1.13%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9.87K ﹤0.01%
64
302
$9.56K ﹤0.01%
33
303
$9.55K ﹤0.01%
332
304
$9.48K ﹤0.01%
+14
305
$9.29K ﹤0.01%
190
306
$9.14K ﹤0.01%
+65
307
$9.11K ﹤0.01%
644
+1
308
$8.91K ﹤0.01%
+60
309
$8.89K ﹤0.01%
259
310
$8.79K ﹤0.01%
120
311
$8.68K ﹤0.01%
+52
312
$8.64K ﹤0.01%
239
313
$8.59K ﹤0.01%
220
314
$8.47K ﹤0.01%
130
315
$8.44K ﹤0.01%
110
316
$8.38K ﹤0.01%
+21
317
$8.37K ﹤0.01%
166
318
$8.37K ﹤0.01%
+16
319
$8.29K ﹤0.01%
81
320
$8.14K ﹤0.01%
+44
321
$8.08K ﹤0.01%
114
+52
322
$8.02K ﹤0.01%
247
323
$8K ﹤0.01%
52
324
$7.84K ﹤0.01%
136
325
$7.75K ﹤0.01%
50