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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
$317M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$9.21M
3
+$218K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$94.1K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$66.2K

Top Sells

1
+$11.6M
2
+$9.09M
3
+$5.82M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$707K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$520K

Sector Composition

1 Technology 3.41%
2 Financials 2.18%
3 Communication Services 1.21%
4 Energy 1.13%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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404
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405
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406
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407
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-6
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410
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411
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412
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416
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-245
417
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-956
418
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0
419
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-78
420
– –
-18
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