PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $369M
1-Year Est. Return 11.47%
This Quarter Est. Return
1 Year Est. Return
+11.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$1.3M
3 +$1.08M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$930K
5
PG icon
Procter & Gamble
PG
+$867K

Top Sells

1 +$23.6M
2 +$390K
3 +$254K
4
NVDA icon
NVIDIA
NVDA
+$221K
5
DOW icon
Dow Inc
DOW
+$203K

Sector Composition

1 Technology 3.19%
2 Financials 2.3%
3 Communication Services 1.26%
4 Energy 1.13%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$5.9K ﹤0.01%
+51
352
$5.86K ﹤0.01%
+126
353
$5.83K ﹤0.01%
+60
354
$5.82K ﹤0.01%
+85
355
$5.81K ﹤0.01%
123
356
$5.8K ﹤0.01%
37
357
$5.66K ﹤0.01%
+75
358
$5.57K ﹤0.01%
+140
359
$5.52K ﹤0.01%
81
360
$5.46K ﹤0.01%
106
361
$5.43K ﹤0.01%
+77
362
$5.39K ﹤0.01%
110
363
$5.31K ﹤0.01%
92
364
$5.23K ﹤0.01%
190
365
$5.21K ﹤0.01%
68
366
$5.07K ﹤0.01%
239
367
$4.93K ﹤0.01%
115
368
$4.8K ﹤0.01%
220
369
$4.78K ﹤0.01%
236
370
$4.73K ﹤0.01%
+47
371
$4.66K ﹤0.01%
2,544
372
$4.65K ﹤0.01%
8
373
$4.56K ﹤0.01%
91
374
$4.22K ﹤0.01%
114
375
$4.2K ﹤0.01%
132