PFC

Phocas Financial Corp Portfolio holdings

AUM $695M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$8.06M
3
+$7.79M
4
ACC
American Campus Communities, Inc.
ACC
+$7.37M
5
LUMN icon
Lumen
LUMN
+$5.68M

Top Sells

1
+$11.2M
2
+$9.6M
3
+$9.51M
4
ACET
Aceto Corp
ACET
+$8.44M
5
GEN icon
Gen Digital
GEN
+$6.93M

Sector Composition

1 Financials 18.46%
2 Industrials 13.3%
3 Technology 10.95%
4 Real Estate 10.53%
5 Energy 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
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