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
$156M
AUM Growth
+$6.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Sells

1 +$250K
2 +$222K
3 +$127K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$109K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$53.7K

Sector Composition

1 Communication Services 2.78%
2 Energy 2.66%
3 Technology 1.47%
4 Industrials 1.23%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$20K 0.01%
2,281
152
$19K 0.01%
454
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$19K 0.01%
231
154
$19K 0.01%
216
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$19K 0.01%
167
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712
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355
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$18K 0.01%
969
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$18K 0.01%
201
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$17K 0.01%
1,722
+486
161
$17K 0.01%
750
162
$17K 0.01%
1,364
163
$16K 0.01%
+278
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$15K 0.01%
80
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$15K 0.01%
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$15K 0.01%
2,500
167
$15K 0.01%
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62
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$15K 0.01%
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171
$15K 0.01%
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$15K 0.01%
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$14K 0.01%
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$14K 0.01%
202
175
$14K 0.01%
860