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
$280M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Sells

1 +$17M
2 +$13M
3 +$2.22M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$346K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$345K

Sector Composition

1 Technology 3.43%
2 Financials 1.95%
3 Energy 1.67%
4 Communication Services 1.65%
5 Consumer Staples 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$0 ﹤0.01%
4
402
-13
403
$0 ﹤0.01%
11