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
$377M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$10.3M
3
+$3.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
KMI icon
Kinder Morgan
KMI
+$348K

Top Sells

1
+$19.7M
2
+$10.4M
3
+$1.43M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$714K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$395K

Sector Composition

1 Technology 3.62%
2 Financials 3.11%
3 Energy 1.21%
4 Communication Services 1.2%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.76K ﹤0.01%
132
377
$3.65K ﹤0.01%
123
378
$3.63K ﹤0.01%
200
379
$3.58K ﹤0.01%
26
380
$3.33K ﹤0.01%
77
381
$3.3K ﹤0.01%
15
382
$3.23K ﹤0.01%
80
-26
383
$3.21K ﹤0.01%
44
384
$3.2K ﹤0.01%
52
385
$3.17K ﹤0.01%
50
386
$3.16K ﹤0.01%
201
387
$3.11K ﹤0.01%
11
388
$3K ﹤0.01%
7
389
$2.84K ﹤0.01%
200
390
$2.82K ﹤0.01%
14
391
$2.76K ﹤0.01%
13
392
$2.69K ﹤0.01%
7
393
$2.59K ﹤0.01%
71
394
$2.58K ﹤0.01%
25
395
$2.56K ﹤0.01%
72
396
$2.53K ﹤0.01%
41
397
$2.48K ﹤0.01%
17
398
$2.46K ﹤0.01%
81
399
$2.45K ﹤0.01%
24
400
$2.42K ﹤0.01%
35
14 15
16
17 18