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
$380M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$598K
3
+$490K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
MSFT icon
Microsoft
MSFT
+$369K

Top Sells

1
+$309K
2
+$273K
3
+$202K
4
AAPL icon
Apple
AAPL
+$132K
5
DIS icon
Walt Disney
DIS
+$117K

Sector Composition

1 Technology 4.06%
2 Financials 2.28%
3 Communication Services 1.14%
4 Energy 0.98%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.5K ﹤0.01%
68
327
$7.5K ﹤0.01%
5
328
$7.48K ﹤0.01%
60
329
$7.46K ﹤0.01%
36
330
$7.44K ﹤0.01%
89
331
$7.32K ﹤0.01%
65
332
$7.23K ﹤0.01%
69
333
$7.1K ﹤0.01%
58
334
$7K ﹤0.01%
16
335
$6.99K ﹤0.01%
59
336
$6.98K ﹤0.01%
50
337
$6.78K ﹤0.01%
18
338
$6.68K ﹤0.01%
52
339
$6.62K ﹤0.01%
210
340
$6.52K ﹤0.01%
100
341
$6.46K ﹤0.01%
42
342
$6.38K ﹤0.01%
64
343
$6.3K ﹤0.01%
140
344
$6.29K ﹤0.01%
190
345
$6.24K ﹤0.01%
16
346
$6.14K ﹤0.01%
47
347
$6.06K ﹤0.01%
163
348
$6K ﹤0.01%
92
349
$5.92K ﹤0.01%
137
350
$5.77K ﹤0.01%
75
12 13
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15 16