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
$163M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$601K
3
+$470K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$391K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$309K

Top Sells

1
+$967K
2
+$471K
3
+$364K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$279K
5
CVX icon
Chevron
CVX
+$141K

Sector Composition

1 Communication Services 2.75%
2 Energy 2.61%
3 Technology 1.46%
4 Financials 1.06%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$465K 0.28%
5,432
+4
27
$454K 0.28%
5,347
-118
28
$427K 0.26%
5,401
+72
29
$408K 0.25%
2,060
30
$345K 0.21%
1,292
+1
31
$341K 0.21%
7,422
32
$318K 0.19%
3,459
33
$314K 0.19%
1,597
34
$307K 0.19%
5,054
+2
35
$301K 0.18%
4,220
36
$288K 0.18%
3,449
-124
37
$268K 0.16%
2,715
-80
38
$266K 0.16%
1,529
39
$250K 0.15%
8,457
+24
40
$241K 0.15%
2,822
+250
41
$230K 0.14%
2,739
-55
42
$228K 0.14%
5,080
43
$222K 0.14%
5,835
44
$220K 0.13%
1,053
45
$219K 0.13%
6,870
+1,641
46
$212K 0.13%
6,183
47
$212K 0.13%
2,005
-612
48
$205K 0.13%
1,394
49
$202K 0.12%
1,772
50
$193K 0.12%
3,680
1
2
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