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
$270M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$892K
2
+$623K
3
+$476K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$344K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$273K

Top Sells

1
+$1.53M
2
+$264K
3
+$160K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$140K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$109K

Sector Composition

1 Technology 2.43%
2 Communication Services 2.14%
3 Financials 1.13%
4 Energy 1.09%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
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