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
$143M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$9.72M
2 +$4.63M
3 +$2.51M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.92M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.67M

Sector Composition

1 Communication Services 2.93%
2 Energy 2.86%
3 Technology 1.68%
4 Consumer Staples 1.05%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$5K ﹤0.01%
50