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
$351M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$1.3M
3 +$1.08M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$930K
5
PG icon
Procter & Gamble
PG
+$867K

Top Sells

1 +$23.6M
2 +$390K
3 +$254K
4
NVDA icon
NVIDIA
NVDA
+$221K
5
DOW icon
Dow Inc
DOW
+$203K

Sector Composition

1 Technology 3.19%
2 Financials 2.3%
3 Communication Services 1.26%
4 Energy 1.13%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$39.6K 0.01%
219
+19
202
$38.5K 0.01%
328
203
$38.3K 0.01%
1,273
-227
204
$37.7K 0.01%
448
205
$37.4K 0.01%
500
206
$36K 0.01%
147
+1
207
$34.7K 0.01%
270
208
$33.5K 0.01%
439
209
$32.8K 0.01%
59
+9
210
$32.4K 0.01%
789
211
$32.3K 0.01%
1,341
212
$31.9K 0.01%
598
213
$31.9K 0.01%
400
214
$31.9K 0.01%
1,626
+452
215
$31.6K 0.01%
451
216
$31.2K 0.01%
834
217
$30.6K 0.01%
520
+2
218
$30.6K 0.01%
1,050
219
$30.5K 0.01%
400
220
$30.2K 0.01%
1,920
221
$28.9K 0.01%
265
222
$28.8K 0.01%
550
223
$28.1K 0.01%
308
224
$28K 0.01%
459
225
$28K 0.01%
136