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
$380M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$598K
3 +$490K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
MSFT icon
Microsoft
MSFT
+$369K

Top Sells

1 +$309K
2 +$273K
3 +$202K
4
AAPL icon
Apple
AAPL
+$132K
5
DIS icon
Walt Disney
DIS
+$117K

Sector Composition

1 Technology 4.06%
2 Financials 2.28%
3 Communication Services 1.14%
4 Energy 0.98%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$10.4K ﹤0.01%
50
302
$10.3K ﹤0.01%
21
303
$10K ﹤0.01%
121
+1
304
$9.77K ﹤0.01%
60
305
$9.74K ﹤0.01%
79
306
$9.71K ﹤0.01%
130
307
$9.69K ﹤0.01%
239
308
$9.39K ﹤0.01%
190
309
$9.34K ﹤0.01%
166
310
$9.18K ﹤0.01%
21
311
$9.07K ﹤0.01%
648
+2
312
$9.03K ﹤0.01%
33
313
$8.95K ﹤0.01%
52
314
$8.94K ﹤0.01%
10
315
$8.89K ﹤0.01%
260
316
$8.6K ﹤0.01%
110
317
$8.54K ﹤0.01%
44
318
$8.52K ﹤0.01%
85
319
$8.5K ﹤0.01%
332
320
$8.3K ﹤0.01%
34
321
$8.22K ﹤0.01%
114
322
$8K ﹤0.01%
136
323
$7.77K ﹤0.01%
81
324
$7.76K ﹤0.01%
32
325
$7.68K ﹤0.01%
223
+1