PFS

Physicians Financial Services Portfolio holdings

AUM $366M
1-Year Est. Return 22.03%
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.2M
3
+$2.89M
4
WMT icon
Walmart
WMT
+$2.73M
5
LOW icon
Lowe's Companies
LOW
+$2.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.07%
2 Consumer Staples 16.67%
3 Industrials 15.58%
4 Healthcare 11.06%
5 Consumer Discretionary 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
+140
277
$4K ﹤0.01%
+169
278
$4K ﹤0.01%
+69
279
$3K ﹤0.01%
+300
280
$3K ﹤0.01%
+100
281
$3K ﹤0.01%
+56
282
$3K ﹤0.01%
+93
283
$3K ﹤0.01%
+100
284
$3K ﹤0.01%
+100
285
$3K ﹤0.01%
+40
286
$3K ﹤0.01%
+100
287
$3K ﹤0.01%
+55
288
$3K ﹤0.01%
+340
289
$2K ﹤0.01%
+398
290
$2K ﹤0.01%
+100
291
$2K ﹤0.01%
+60
292
$2K ﹤0.01%
+200
293
$2K ﹤0.01%
+40
294
$2K ﹤0.01%
+239
295
$2K ﹤0.01%
+115
296
$2K ﹤0.01%
+108
297
$2K ﹤0.01%
+108
298
$1K ﹤0.01%
+33
299
$1K ﹤0.01%
+100
300
$1K ﹤0.01%
+39
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