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
426
$1.09K ﹤0.01%
6
427
$1.01K ﹤0.01%
231
428
$973 ﹤0.01%
3
429
$972 ﹤0.01%
23
430
$966 ﹤0.01%
62
+1
431
$901 ﹤0.01%
5
432
$897 ﹤0.01%
17
433
$884 ﹤0.01%
+55
434
$874 ﹤0.01%
100
435
$711 ﹤0.01%
12
436
$672 ﹤0.01%
6
437
$620 ﹤0.01%
3
438
$563 ﹤0.01%
83
439
$460 ﹤0.01%
24
440
$460 ﹤0.01%
57
441
$433 ﹤0.01%
25
442
$418 ﹤0.01%
51
443
$417 ﹤0.01%
+10
444
$404 ﹤0.01%
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445
$395 ﹤0.01%
4
446
$385 ﹤0.01%
35
447
$368 ﹤0.01%
16
448
$354 ﹤0.01%
200
449
$352 ﹤0.01%
+2
450
$352 ﹤0.01%
9
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19 20