PFC

Phocas Financial Corp Portfolio holdings

AUM $695M
1-Year Est. Return 18.24%
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$7.3M
3
+$7.12M
4
ACHC icon
Acadia Healthcare
ACHC
+$6.89M
5
KD icon
Kyndryl
KD
+$5.45M

Top Sells

1
+$9.24M
2
+$7.64M
3
+$7.55M
4
MOD icon
Modine Manufacturing
MOD
+$5.05M
5
TWNK
Hostess Brands, Inc. Class A Common Stock
TWNK
+$4.81M

Sector Composition

1 Financials 22.52%
2 Industrials 15.36%
3 Real Estate 15.32%
4 Consumer Discretionary 9.59%
5 Healthcare 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
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