PCFFS
Pacific Center for Financial Services Portfolio holdings
AUM
$369M
This Quarter Return
+4.91%
1 Year Return
+11.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+11%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
5.71%
Top 10 Holdings %
Top 10 Hldgs %
75.44%
Holding
346
New
2
Increased
47
Reduced
53
Closed
23
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$434K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$247K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$229K |
| 4 |
Chevron
CVX
|
$219K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$179K |
Sector Composition
| 1 | Communication Services | 2.27% |
| 2 | Technology | 1.72% |
| 3 | Energy | 1.47% |
| 4 | Financials | 1.46% |
| 5 | Consumer Staples | 1.03% |
