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
$209M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1 +$730K
2 +$548K
3 +$402K
4
CVX icon
Chevron
CVX
+$400K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$381K

Top Sells

1 +$42.1M
2 +$14.8M
3 +$9.13M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$7.68M
5
BND icon
Vanguard Total Bond Market
BND
+$737K

Sector Composition

1 Technology 2.91%
2 Communication Services 2.77%
3 Energy 1.94%
4 Financials 1.72%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-2,713
352
-5