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PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $394M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$489K
3
+$386K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$310K
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$217K

Top Sells

1
+$409K
2
+$238K
3
+$229K
4
CVX icon
Chevron
CVX
+$214K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$171K

Sector Composition

1 Communication Services 2.27%
2 Technology 1.72%
3 Energy 1.47%
4 Financials 1.46%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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327
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-65
328
– –
-5
329
$0 ﹤0.01%
15
330
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331
– –
-2
332
$0 ﹤0.01%
4
333
– –
-4
334
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-7
335
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-63
336
– –
-63
337
$0 ﹤0.01%
4
338
$0 ﹤0.01%
20
339
$0 ﹤0.01%
107
340
$0 ﹤0.01%
12
341
– –
-245
342
$0 ﹤0.01%
5
343
$0 ﹤0.01%
+5
344
$0 ﹤0.01%
13
345
– –
-27
346
– –
-4
10 11 12 13
14