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
301
$1K ﹤0.01%
+500
302
$1K ﹤0.01%
+53
303
$1K ﹤0.01%
+50
304
$0 ﹤0.01%
+16
305
$0 ﹤0.01%
+8
306
$0 ﹤0.01%
+3
307
$0 ﹤0.01%
+125
308
$0 ﹤0.01%
+75
309
$0 ﹤0.01%
+8
310
$0 ﹤0.01%
+138
9 10 11 12
13