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
$389M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$541K
3 +$240K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$145K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$142K

Sector Composition

1 Technology 4%
2 Financials 2.4%
3 Communication Services 1.2%
4 Energy 0.98%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$10.8K ﹤0.01%
371
302
$10.8K ﹤0.01%
100
303
$10.6K ﹤0.01%
121
304
$10.6K ﹤0.01%
10
305
$10.3K ﹤0.01%
79
306
$10.3K ﹤0.01%
183
307
$10.1K ﹤0.01%
50
308
$9.97K ﹤0.01%
190
309
$9.73K ﹤0.01%
240
310
$9.66K ﹤0.01%
130
311
$9.65K ﹤0.01%
260
312
$9.57K ﹤0.01%
21
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$9.54K ﹤0.01%
122
314
$9.3K ﹤0.01%
85
315
$9.28K ﹤0.01%
33
316
$9.18K ﹤0.01%
40
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$9.16K ﹤0.01%
2,278
318
$9.06K ﹤0.01%
+390
319
$9.04K ﹤0.01%
93
+1
320
$9.01K ﹤0.01%
58
321
$8.71K ﹤0.01%
52
322
$8.43K ﹤0.01%
166
323
$8.28K ﹤0.01%
14
324
$8.1K ﹤0.01%
44
325
$7.82K ﹤0.01%
332