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
$389M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$778K
2 +$541K
3 +$240K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$145K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$142K

Sector Composition

1 Technology 4%
2 Financials 2.4%
3 Communication Services 1.2%
4 Energy 0.98%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$58.1K 0.01%
343
177
$57.7K 0.01%
633
-8
178
$57.1K 0.01%
139
179
$56.9K 0.01%
5,384
+604
180
$55K 0.01%
596
+3
181
$54.9K 0.01%
277
182
$54.8K 0.01%
341
183
$54.1K 0.01%
2,056
+1,204
184
$54K 0.01%
428
185
$52.9K 0.01%
1,106
186
$51.8K 0.01%
611
187
$51.6K 0.01%
978
188
$51.3K 0.01%
517
+466
189
$51.2K 0.01%
673
190
$47.9K 0.01%
736
191
$45.9K 0.01%
437
+1
192
$45.6K 0.01%
459
193
$43.6K 0.01%
2,186
194
$43.4K 0.01%
400
195
$42.4K 0.01%
500
196
$41.9K 0.01%
702
-43
197
$41.9K 0.01%
370
198
$41.6K 0.01%
103
+97
199
$41.3K 0.01%
400
200
$40.9K 0.01%
600