PCFFS
Pacific Center for Financial Services Portfolio holdings
AUM
$394M
1-Year Est. Return
13.96%
This Fund
S&P 500
1 Year Est. Return
+13.96%
AUM
$394M
AUM Growth
+$2.17M
(+0.55%)
Holding
528
Top Buys
| 1 | +$24M | |
| 2 | +$7.14M | |
| 3 | +$6.08M | |
| 4 |
Chevron
CVX
|
+$427K |
| 5 |
Netflix
NFLX
|
+$245K |
Top Sells
| 1 | +$12.9M | |
| 2 | +$4.63M | |
| 3 | +$3.02M | |
| 4 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$2.42M |
| 5 |
iShares US Small Cap Equity Factor ETF
SMLF
|
+$1.59M |
Sector Composition
| 1 | Technology | 3.92% |
| 2 | Financials | 2.4% |
| 3 | Energy | 1.56% |
| 4 | Communication Services | 1.41% |
| 5 | Industrials | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.84M
| – | – |
-224
|
|
||
|
TEF
527
DELISTED
Telefonica
TEF
| – | – |
-2,278
|
|
||
|
CURB
528
Curbline Properties
CURB
$3.07B
| – | – |
-390
|
|