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
$304M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1 +$753K
2 +$472K
3 +$251K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$183K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$169K

Sector Composition

1 Technology 3.37%
2 Financials 2.11%
3 Energy 1.27%
4 Communication Services 1.26%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$28.7K 0.01%
265
202
$28.3K 0.01%
+618
203
$27.7K 0.01%
1,050
204
$26.4K 0.01%
380
-638
205
$25.9K 0.01%
500
206
$25.9K 0.01%
560
207
$25.6K 0.01%
136
208
$25.1K 0.01%
350
209
$25K 0.01%
1,692
210
$24.9K 0.01%
1,567
211
$24.6K 0.01%
720
212
$24.4K 0.01%
1,920
213
$24.3K 0.01%
550
214
$23.8K 0.01%
218
215
$23.6K 0.01%
220
216
$23.3K 0.01%
1,200
217
$23.2K 0.01%
1,174
218
$23.1K 0.01%
308
219
$23.1K 0.01%
80
220
$23K 0.01%
128
221
$22.8K 0.01%
200
222
$22.8K 0.01%
459
223
$22.6K 0.01%
100
224
$21.8K 0.01%
270
225
$21K 0.01%
184