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
$652M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$4.7M
3
+$4.17M
4
MAC icon
Macerich
MAC
+$3.81M
5
THS
Treehouse Foods
THS
+$3.61M

Top Sells

1
+$8.34M
2
+$7.26M
3
+$6.77M
4
PLXS icon
Plexus
PLXS
+$6.64M
5
CIVI
Civitas Resources
CIVI
+$5.57M

Sector Composition

1 Financials 29.46%
2 Industrials 12.53%
3 Real Estate 12.31%
4 Healthcare 10.87%
5 Technology 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
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