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
$377M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$10.3M
3 +$3.16M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
KMI icon
Kinder Morgan
KMI
+$348K

Sector Composition

1 Technology 3.62%
2 Financials 3.11%
3 Energy 1.21%
4 Communication Services 1.2%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$41.2K 0.01%
598
202
$41K 0.01%
400
203
$40.3K 0.01%
269
+3
204
$39K 0.01%
400
205
$38.6K 0.01%
149
+46
206
$38.1K 0.01%
448
207
$36.7K 0.01%
157
208
$36.6K 0.01%
328
209
$35.9K 0.01%
59
210
$35.9K 0.01%
439
211
$35.8K 0.01%
1,050
212
$34.5K 0.01%
1,626
213
$34.5K 0.01%
789
214
$32.1K 0.01%
506
215
$31.9K 0.01%
217
216
$31.5K 0.01%
600
217
$31.1K 0.01%
38
218
$30.3K 0.01%
550
219
$29.9K 0.01%
98
+8
220
$28.8K 0.01%
265
221
$28.8K 0.01%
233
222
$28.2K 0.01%
213
223
$28.1K 0.01%
526
224
$27.4K 0.01%
+150
225
$27.4K 0.01%
1,692