PFS
Physicians Financial Services Portfolio holdings
AUM
$336M
This Quarter Return
+4.98%
1 Year Return
+18.2%
3 Year Return
+89.31%
5 Year Return
+147.82%
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(+13%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
8%
Top 10 Holdings %
Top 10 Hldgs %
39.89%
Holding
118
New
11
Increased
85
Reduced
2
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$1.48M |
| 2 |
AbbVie
ABBV
|
$1.01M |
| 3 |
Boeing
BA
|
$883K |
| 4 |
Amazon
AMZN
|
$854K |
| 5 |
Chevron
CVX
|
$667K |
Top Sells
| 1 |
Clorox
CLX
|
$1.91M |
| 2 |
The Communication Services Select Sector SPDR Fund
XLC
|
$297K |
| 3 |
Tesla
TSLA
|
$167K |
| 4 |
McCormick & Company Non-Voting
MKC
|
$4.46K |
Sector Composition
| 1 | Technology | 25.93% |
| 2 | Industrials | 16.27% |
| 3 | Consumer Discretionary | 14.78% |
| 4 | Consumer Staples | 12.46% |
| 5 | Financials | 10.13% |
