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
$1.09B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$10.1M
3 +$8.53M
4
HPP
Hudson Pacific Properties
HPP
+$7.32M
5
UAL icon
United Airlines
UAL
+$6.96M

Top Sells

1 +$12.5M
2 +$12.2M
3 +$10.9M
4
GPOR
Gulfport Energy Corp.
GPOR
+$9.9M
5
ETN icon
Eaton
ETN
+$9.82M

Sector Composition

1 Financials 18.64%
2 Industrials 13.39%
3 Real Estate 11.2%
4 Technology 10.66%
5 Energy 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-6,247
252
-65,092