PFC
Phocas Financial Corp Portfolio holdings
AUM
$695M
This Quarter Return
+5.07%
1 Year Return
+18.24%
3 Year Return
+98.42%
5 Year Return
+261.63%
10 Year Return
+490.77%
AUM
$1.26B
AUM Growth
+$110M
(+9.6%)
Cap. Flow
+$62.8M
Cap. Flow
% of AUM
4.99%
Top 10 Holdings %
Top 10 Hldgs %
12%
Holding
275
New
33
Increased
111
Reduced
76
Closed
33
Top Buys
| 1 |
ALR
Alere Inc
ALR
|
$8.8M |
| 2 |
Kite Realty
KRG
|
$8.07M |
| 3 |
Designer Brands
DBI
|
$7.96M |
| 4 |
CY
Cypress Semiconductor
CY
|
$7.79M |
| 5 |
Equity Residential
EQR
|
$7.65M |
Top Sells
| 1 |
WSTC
West Corporation
WSTC
|
$9.69M |
| 2 |
Euronet Worldwide
EEFT
|
$9.4M |
| 3 |
WESCO International
WCC
|
$8.65M |
| 4 |
Stryker
SYK
|
$8.64M |
| 5 |
American Tower
AMT
|
$7.82M |
Sector Composition
| 1 | Financials | 18.85% |
| 2 | Real Estate | 13.87% |
| 3 | Industrials | 11.54% |
| 4 | Healthcare | 10.39% |
| 5 | Technology | 10.38% |
