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
$380M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$598K
3
+$490K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
MSFT icon
Microsoft
MSFT
+$369K

Top Sells

1
+$309K
2
+$273K
3
+$202K
4
AAPL icon
Apple
AAPL
+$132K
5
DIS icon
Walt Disney
DIS
+$117K

Sector Composition

1 Technology 4.06%
2 Financials 2.28%
3 Communication Services 1.14%
4 Energy 0.98%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.23K ﹤0.01%
247
402
$2.23K ﹤0.01%
20
403
$2.11K ﹤0.01%
30
404
$2.06K ﹤0.01%
13
405
$2.01K ﹤0.01%
35
406
$1.95K ﹤0.01%
17
407
$1.94K ﹤0.01%
26
408
$1.88K ﹤0.01%
28
409
$1.88K ﹤0.01%
29
410
$1.72K ﹤0.01%
20
411
$1.71K ﹤0.01%
85
412
$1.65K ﹤0.01%
75
413
$1.61K ﹤0.01%
24
414
$1.58K ﹤0.01%
6
415
$1.57K ﹤0.01%
50
416
$1.56K ﹤0.01%
10
417
$1.52K ﹤0.01%
144
418
$1.5K ﹤0.01%
62
419
$1.46K ﹤0.01%
23
420
$1.44K ﹤0.01%
18
421
$1.41K ﹤0.01%
198
422
$1.38K ﹤0.01%
25
423
$1.31K ﹤0.01%
41
424
$1.3K ﹤0.01%
47
425
$1.12K ﹤0.01%
100
15 16
17
18 19