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
$377M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$10.3M
3
+$3.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
KMI icon
Kinder Morgan
KMI
+$348K

Top Sells

1
+$19.7M
2
+$10.4M
3
+$1.43M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$714K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$395K

Sector Composition

1 Technology 3.62%
2 Financials 3.11%
3 Energy 1.21%
4 Communication Services 1.2%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.24K ﹤0.01%
+26
427
$1.22K ﹤0.01%
231
-35
428
$1.17K ﹤0.01%
38
-99
429
$1.15K ﹤0.01%
47
430
$1.11K ﹤0.01%
3
431
$1.09K ﹤0.01%
6
432
$924 ﹤0.01%
24
+1
433
$866 ﹤0.01%
18
+1
434
$840 ﹤0.01%
214
435
$801 ﹤0.01%
3
436
$791 ﹤0.01%
63
+1
437
$681 ﹤0.01%
24
438
$669 ﹤0.01%
207
439
$659 ﹤0.01%
12
440
$596 ﹤0.01%
25
441
$585 ﹤0.01%
6
442
$510 ﹤0.01%
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443
$503 ﹤0.01%
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444
$489 ﹤0.01%
4
445
$484 ﹤0.01%
+20
446
$453 ﹤0.01%
64
447
$427 ﹤0.01%
51
448
$424 ﹤0.01%
9
449
$358 ﹤0.01%
24
450
$348 ﹤0.01%
6
16 17
18
19 20