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
$290M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$37.7M
2 +$32.8M
3 +$26.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$25.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.03%
2 Financials 1.9%
3 Energy 1.42%
4 Communication Services 1.31%
5 Utilities 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$62.4K 0.02%
+611
152
$62.1K 0.02%
+257
153
$62.1K 0.02%
+506
154
$61.8K 0.02%
+307
155
$59K 0.02%
+758
156
$58.6K 0.02%
+392
157
$58.5K 0.02%
+2,755
158
$58.2K 0.02%
+1,678
159
$58.1K 0.02%
+1,779
160
$55.5K 0.02%
+1,221
161
$51.9K 0.02%
+744
162
$51.9K 0.02%
+677
163
$51.6K 0.02%
+587
164
$51.2K 0.02%
+506
165
$49.3K 0.02%
+103
166
$48.3K 0.02%
+673
167
$48.2K 0.02%
+588
168
$47.6K 0.02%
+295
169
$47.3K 0.02%
+571
170
$46.9K 0.02%
+257
171
$44.4K 0.02%
+2,784
172
$44K 0.02%
+750
173
$44K 0.02%
+277
174
$43.8K 0.02%
+1,975
175
$42.5K 0.01%
+1,665