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
$1.52B
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.74M
3
+$9.25M
4
BOKF icon
BOK Financial
BOKF
+$7.4M
5
PRI icon
Primerica
PRI
+$6.95M

Top Sells

1
+$12M
2
+$10.3M
3
+$9.87M
4
FR icon
First Industrial Realty Trust
FR
+$9.81M
5
GME icon
GameStop
GME
+$8.82M

Sector Composition

1 Financials 26.34%
2 Industrials 14.29%
3 Real Estate 10.49%
4 Technology 10.14%
5 Energy 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
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