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
$1.14B
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Sells

1 +$14.1M
2 +$10.7M
3 +$9.97M
4
TTEK icon
Tetra Tech
TTEK
+$9.33M
5
ASTE icon
Astec Industries
ASTE
+$9.27M

Sector Composition

1 Financials 21.93%
2 Real Estate 14.75%
3 Industrials 14.47%
4 Technology 9.55%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-6,018
227
-18,696