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
$380M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$598K
3 +$490K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$426K
5
MSFT icon
Microsoft
MSFT
+$369K

Top Sells

1 +$309K
2 +$273K
3 +$202K
4
AAPL icon
Apple
AAPL
+$132K
5
DIS icon
Walt Disney
DIS
+$117K

Sector Composition

1 Technology 4.06%
2 Financials 2.28%
3 Communication Services 1.14%
4 Energy 0.98%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$39.5K 0.01%
448
202
$39.4K 0.01%
4,780
-888
203
$38.4K 0.01%
157
204
$37.8K 0.01%
1,626
205
$37.3K 0.01%
59
206
$37.1K 0.01%
598
207
$36.4K 0.01%
439
208
$36.2K 0.01%
789
209
$36.1K 0.01%
459
210
$36K 0.01%
219
211
$35.6K 0.01%
3,370
+17
212
$35.4K 0.01%
1,283
-22
213
$32.1K 0.01%
270
214
$32.1K 0.01%
1,127
215
$32K 0.01%
550
216
$31.8K 0.01%
400
217
$30.8K 0.01%
1,920
218
$30.8K 0.01%
754
219
$30.6K 0.01%
1,050
220
$30.4K 0.01%
523
221
$30.3K 0.01%
136
222
$29.9K 0.01%
265
223
$29.7K 0.01%
217
224
$29.4K 0.01%
1,692
225
$28.9K 0.01%
500