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
$26.2M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$5.8M
2 +$5.61M
3 +$5.38M
4
CHCT
Community Healthcare Trust
CHCT
+$4.15M
5
MKSI icon
MKS Inc
MKSI
+$3.83M

Top Sells

1 +$9M
2 +$7.36M
3 +$4.65M
4
MOD icon
Modine Manufacturing
MOD
+$4.44M
5
COHR icon
Coherent
COHR
+$4.44M

Sector Composition

1 Healthcare 26.33%
2 Technology 21.99%
3 Industrials 8.54%
4 Financials 7.36%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-91,229