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
126
$32K 0.02%
1,000
127
$31K 0.02%
1,724
128
$30K 0.02%
400
129
$30K 0.02%
696
130
$30K 0.02%
2,784
+1,062
131
$29K 0.02%
250
132
$29K 0.02%
202
133
$29K 0.02%
461
134
$28K 0.02%
1,050
135
$27K 0.02%
1,500
136
$26K 0.02%
349
137
$25K 0.02%
77
138
$24K 0.01%
371
139
$24K 0.01%
712
140
$24K 0.01%
111
141
$24K 0.01%
337
142
$23K 0.01%
110
143
$23K 0.01%
448
144
$23K 0.01%
1,708
145
$22K 0.01%
207
146
$22K 0.01%
473
147
$21K 0.01%
370
148
$21K 0.01%
279
149
$21K 0.01%
546
150
$21K 0.01%
1,428
4 5
6
7 8