PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $369M
1-Year Est. Return 11.47%
This Quarter Est. Return
1 Year Est. Return
+11.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$37.7M
2 +$32.8M
3 +$26.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$25.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.03%
2 Financials 1.9%
3 Energy 1.42%
4 Communication Services 1.31%
5 Utilities 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
0
402
0
403
$13 ﹤0.01%
+3
404
0
405
0
406
$11 ﹤0.01%
+3
407
0
408
0
409
0
410
0
411
0
412
$3 ﹤0.01%
+1