PFC

Phocas Financial Corp Portfolio holdings

AUM $637M
1-Year Est. Return 39.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.45M
3
+$6.8M
4
BOKF icon
BOK Financial
BOKF
+$6.73M
5
HSNI
HSN, Inc.
HSNI
+$6.34M

Top Sells

1
+$15.2M
2
+$14M
3
+$10.1M
4
SNV
Synovus
SNV
+$7.89M
5
KOG
KODIAK OIL & GAS CORP
KOG
+$7.69M

Sector Composition

1 Financials 19.15%
2 Industrials 13.14%
3 Real Estate 12.67%
4 Technology 11.5%
5 Healthcare 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
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