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
$149M
AUM Growth
+$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1 +$685K
2 +$648K
3 +$583K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$416K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$401K

Sector Composition

1 Communication Services 2.79%
2 Energy 2.64%
3 Technology 1.45%
4 Financials 1.01%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$19K 0.01%
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2,281
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501
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$12K 0.01%
350