PCFFS

Pacific Center for Financial Services Portfolio holdings

AUM $392M
1-Year Est. Return 12.04%
This Quarter Est. Return
1 Year Est. Return
+12.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$551K
3
+$395K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$289K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$227K

Top Sells

1
+$598K
2
+$503K
3
+$174K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$126K
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$90.8K

Sector Composition

1 Communication Services 2.38%
2 Energy 2.04%
3 Technology 1.62%
4 Financials 1.11%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K 0.01%
455
177
$15K 0.01%
817
+375
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$14K 0.01%
501
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244
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180
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62
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100
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182
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125
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70
184
$13K 0.01%
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$13K 0.01%
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$13K 0.01%
764
+174
188
$13K 0.01%
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189
$12K 0.01%
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191
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236
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$12K 0.01%
670
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$12K 0.01%
328
+1
195
$12K 0.01%
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+1
196
$12K 0.01%
183
+101
197
$11K 0.01%
1,884
198
$11K 0.01%
78
199
$11K 0.01%
379
200
$11K 0.01%
+447
6 7
8
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