PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $392M
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$337K
3 +$303K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$268K
5
WFC icon
Wells Fargo
WFC
+$210K

Sector Composition

1 Communication Services 2.54%
2 Technology 2.03%
3 Energy 1.41%
4 Financials 1.21%
5 Consumer Staples 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
13
327
$0 ﹤0.01%
14
+5