PFC

Phocas Financial Corp Portfolio holdings

AUM $769M
1-Year Est. Return 22.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$8.18M
3
+$8.07M
4
DBI icon
Designer Brands
DBI
+$7.92M
5
ALR
Alere Inc
ALR
+$7.89M

Top Sells

1
+$9.69M
2
+$9.4M
3
+$8.65M
4
SYK icon
Stryker
SYK
+$8.63M
5
AOL
AOL INC COMMON STOCK
AOL
+$8.38M

Sector Composition

1 Financials 18.85%
2 Real Estate 13.87%
3 Industrials 11.54%
4 Healthcare 10.39%
5 Technology 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
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