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PFS

Physicians Financial Services Portfolio holdings

AUM $365M
1-Year Est. Return 28.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
-$7.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$884K
2
+$803K
3
+$711K
4
PG icon
Procter & Gamble
PG
+$476K
5
MSFT icon
Microsoft
MSFT
+$452K

Top Sells

1
+$2.53M
2
+$1.22M
3
+$438K
4
INTU icon
Intuit
INTU
+$252K
5
BDX icon
Becton Dickinson
BDX
+$243K

Sector Composition

1 Technology 32.83%
2 Industrials 13.97%
3 Consumer Staples 12.16%
4 Consumer Discretionary 11.54%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
51
Philip Morris
PM
$287B
$1.35M 0.37%
8,171
+180
MRK icon
52
Merck
MRK
$294B
$1.33M 0.36%
11,020
+160
TXN icon
53
Texas Instruments
TXN
$274B
$1.28M 0.35%
6,599
AXP icon
54
American Express
AXP
$222B
$1.2M 0.33%
3,965
+150
MAR icon
55
Marriott International
MAR
$106B
$1.16M 0.32%
3,550
-25
BAC icon
56
Bank of America
BAC
$398B
$1.12M 0.31%
22,994
NUE icon
57
Nucor
NUE
$60.7B
$1.11M 0.3%
6,575
TGT icon
58
Target
TGT
$61.4B
$1.11M 0.3%
9,178
-800
TM icon
59
Toyota
TM
$228B
$978K 0.27%
4,747
+50
AMAT icon
60
Applied Materials
AMAT
$450B
$973K 0.27%
2,846
+88
FCNCA icon
61
First Citizens BancShares
FCNCA
$24.4B
$961K 0.26%
510
NFLX icon
62
Netflix
NFLX
$338B
$930K 0.25%
9,670
BA icon
63
Boeing
BA
$173B
$909K 0.25%
4,565
+1,190
APA icon
64
APA Corp
APA
$13.1B
$849K 0.23%
20,000
UBER icon
65
Uber
UBER
$140B
$847K 0.23%
11,772
+1,111
BMY icon
66
Bristol-Myers Squibb
BMY
$117B
$840K 0.23%
13,842
+1,275
TSLA icon
67
Tesla
TSLA
$1.53T
$833K 0.23%
2,241
+20
VGT icon
68
Vanguard Information Technology ETF
VGT
$142B
$792K 0.22%
9,080
PLTR icon
69
Palantir
PLTR
$307B
$790K 0.22%
5,403
-379
SYK icon
70
Stryker
SYK
$120B
$779K 0.21%
2,371
NKE icon
71
Nike
NKE
$66.5B
$729K 0.2%
13,802
-151
AFL icon
72
Aflac
AFL
$60B
$723K 0.2%
6,586
BRK.A icon
73
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.2%
1
TROW icon
74
T. Rowe Price
TROW
$23.5B
$705K 0.19%
7,822
+1
SHW icon
75
Sherwin-Williams
SHW
$78.3B
$670K 0.18%
2,090
1 2
3
4 5