PFM

PacWest Financial Management Portfolio holdings

AUM $1.69B
1-Year Est. Return 8.84%
This Quarter Est. Return
1 Year Est. Return
+8.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.18M
3
+$3.74M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.2%
2 Financials 12.47%
3 Healthcare 10.79%
4 Consumer Discretionary 8.31%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.3%
+3,315
77
$303K 0.29%
+6,230
78
$303K 0.29%
+13,745
79
$244K 0.23%
+3,926
80
$230K 0.22%
+4,820
81
$223K 0.21%
+2,585
82
$223K 0.21%
+3,900
83
$201K 0.19%
+4,990
84
$0 ﹤0.01%
+8,000
1 2 3
4