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
$357M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Sells

1 +$213K
2 +$146K
3 +$134K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$119K
5
PLD icon
Prologis
PLD
+$107K

Sector Composition

1 Technology 4.05%
2 Financials 2.21%
3 Communication Services 1.26%
4 Energy 1.12%
5 Consumer Staples 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$36.1K 0.01%
1,305
+32
202
$35.6K 0.01%
219
203
$35.2K 0.01%
400
204
$35.1K 0.01%
157
205
$34.9K 0.01%
1,341
206
$33.6K 0.01%
439
207
$33.6K 0.01%
789
208
$32.6K 0.01%
+1,127
209
$32.6K 0.01%
459
210
$31.7K 0.01%
598
211
$31.6K 0.01%
1,626
212
$31.1K 0.01%
1,920
213
$30.8K 0.01%
400
214
$30.5K 0.01%
523
+3
215
$30.4K 0.01%
1,050
216
$29.8K 0.01%
59
217
$29.7K 0.01%
550
218
$28.7K 0.01%
136
219
$28.5K 0.01%
451
220
$28.5K 0.01%
1,692
221
$28.4K 0.01%
265
222
$28.1K 0.01%
754
-80
223
$27.3K 0.01%
350
224
$27.1K 0.01%
308
225
$26.1K 0.01%
237
-119