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PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $394M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
-$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$417K
3
+$314K
4
WBD icon
Warner Bros
WBD
+$256K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$252K

Top Sells

1
+$364K
2
+$325K
3
+$317K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$315K
5
T icon
AT&T
T
+$299K

Sector Composition

1 Technology 3.08%
2 Financials 1.88%
3 Communication Services 1.7%
4 Energy 1.61%
5 Utilities 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
3
402
$0 ﹤0.01%
+2
403
– –
-436
404
$0 ﹤0.01%
1
405
$0 ﹤0.01%
4
406
$0 ﹤0.01%
4
407
$0 ﹤0.01%
11
408
$0 ﹤0.01%
2
409
– –
-5
410
$0 ﹤0.01%
+4
411
– –
-283
412
$0 ﹤0.01%
12
413
$0 ﹤0.01%
9
414
$0 ﹤0.01%
64
415
$0 ﹤0.01%
+1
416
$0 ﹤0.01%
+15
417
– –
-20
418
$0 ﹤0.01%
6
419
$0 ﹤0.01%
1
420
$0 ﹤0.01%
3
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