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
376
$4.24K ﹤0.01%
132
377
$4.08K ﹤0.01%
7
378
$4.03K ﹤0.01%
50
379
$4K ﹤0.01%
200
-59
380
$3.97K ﹤0.01%
11
381
$3.86K ﹤0.01%
200
382
$3.81K ﹤0.01%
81
383
$3.77K ﹤0.01%
54
384
$3.71K ﹤0.01%
68
385
$3.61K ﹤0.01%
15
386
$3.54K ﹤0.01%
7
387
$3.4K ﹤0.01%
59
388
$3.31K ﹤0.01%
44
389
$3.27K ﹤0.01%
200
390
$3.22K ﹤0.01%
14
391
$3.19K ﹤0.01%
82
392
$3.03K ﹤0.01%
6
393
$2.98K ﹤0.01%
112
394
$2.87K ﹤0.01%
26
395
$2.84K ﹤0.01%
81
396
$2.6K ﹤0.01%
25
397
$2.46K ﹤0.01%
24
398
$2.4K ﹤0.01%
24
399
$2.39K ﹤0.01%
120
400
$2.24K ﹤0.01%
207
14 15
16
17 18