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 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
151
$20K 0.01%
1,182
152
$20K 0.01%
201
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$19K 0.01%
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454
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$19K 0.01%
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$19K 0.01%
1,042
+14
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$18K 0.01%
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$18K 0.01%
167
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$18K 0.01%
2,281
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$17K 0.01%
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$17K 0.01%
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$16K 0.01%
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750
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+224
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2,500
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$14K 0.01%
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$14K 0.01%
202