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
$229M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$904K
3 +$662K
4
AAPL icon
Apple
AAPL
+$566K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$527K

Sector Composition

1 Technology 3.36%
2 Communication Services 2.69%
3 Energy 1.82%
4 Financials 1.68%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$0 ﹤0.01%
1
352
$0 ﹤0.01%
1
353
$0 ﹤0.01%
3
354
$0 ﹤0.01%
+51
355
$0 ﹤0.01%
+1
356
-114
357
-474
358
$0 ﹤0.01%
7
359
$0 ﹤0.01%
5
360
$0 ﹤0.01%
4