We are live on
!
Find out more
PFC
Phocas Financial Corp Portfolio holdings
AUM
$637M
1-Year Est. Return
39.08%
This Fund
S&P 500
This Quarter
Est. Return
+5.48%
1 Year Est. Return
+39.08%
3 Year Est. Return
+123.87%
5 Year Est. Return
+160.24%
10 Year Est. Return
+636.99%
AUM
$582M
AUM Growth
+$19M
(+3.4%)
Cap. Flow
-$51.3M
Cap. Flow
% of AUM
-8.8%
Top 10 Holdings %
Top 10 Hldgs %
15.5%
Holding
210
New
17
Increased
84
Reduced
35
Closed
40
Top Buys
| 1 |
Asbury Automotive
ABG
|
+$5.13M |
| 2 |
TPH
Tri Pointe Homes
TPH
|
+$5.11M |
| 3 |
Synaptics
SYNA
|
+$3.94M |
| 4 |
AHRT
AH Realty Trust
AHRT
|
+$3.57M |
| 5 |
BJ's Restaurants
BJRI
|
+$2.85M |
Top Sells
| 1 |
XRN
Chiron Real Estate Inc
XRN
|
+$7.87M |
| 2 |
Clearway Energy Class C
CWEN
|
+$7.86M |
| 3 |
PENN Entertainment
PENN
|
+$7.55M |
| 4 |
Blackstone Mortgage Trust
BXMT
|
+$7.45M |
| 5 |
QTS
QTS REALTY TRUST, INC.
QTS
|
+$7.23M |
Sector Composition
| 1 | Financials | 19.49% |
| 2 | Industrials | 18.31% |
| 3 | Real Estate | 17.31% |
| 4 | Consumer Discretionary | 10.45% |
| 5 | Healthcare | 5.89% |
Similar funds
FTC
CBT
WCM
KCM
PSP
BPC
SJIC
GWMIA