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
351
$5.7K ﹤0.01%
19
352
$5.47K ﹤0.01%
51
353
$5.46K ﹤0.01%
106
354
$5.37K ﹤0.01%
51
355
$5.35K ﹤0.01%
50
356
$5.12K ﹤0.01%
26
357
$5.07K ﹤0.01%
110
358
$5K ﹤0.01%
30
359
$4.98K ﹤0.01%
38
360
$4.96K ﹤0.01%
239
361
$4.95K ﹤0.01%
8
362
$4.93K ﹤0.01%
77
363
$4.9K ﹤0.01%
60
364
$4.88K ﹤0.01%
34
-203
365
$4.81K ﹤0.01%
123
366
$4.79K ﹤0.01%
220
367
$4.74K ﹤0.01%
126
368
$4.7K ﹤0.01%
115
369
$4.68K ﹤0.01%
2,600
370
$4.44K ﹤0.01%
114
371
$4.44K ﹤0.01%
29
372
$4.34K ﹤0.01%
16
+10
373
$4.33K ﹤0.01%
91
374
$4.27K ﹤0.01%
51
375
$4.27K ﹤0.01%
9
13 14
15
16 17