WCF

West Coast Financial Portfolio holdings

AUM $876M
1-Year Est. Return 5.74%
This Quarter Est. Return
1 Year Est. Return
+5.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.21M
3
+$1.92M
4
LNN icon
Lindsay Corp
LNN
+$1.03M
5
CHKP icon
Check Point Software Technologies
CHKP
+$201K

Top Sells

1
+$1.31M
2
+$1.09M
3
+$1.08M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$866K
5
BHP icon
BHP
BHP
+$841K

Sector Composition

1 Industrials 17.31%
2 Technology 16.4%
3 Healthcare 16.31%
4 Financials 10.57%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 1.63%
87,010
-4,212
27
$3.18M 1.61%
45,181
-831
28
$3.17M 1.61%
25,503
-591
29
$3.15M 1.6%
27,624
-539
30
$3.1M 1.57%
682,176
+6,360
31
$3.05M 1.55%
63,812
+486
32
$3.01M 1.53%
45,042
-1,194
33
$3.01M 1.53%
57,636
-16,595
34
$2.9M 1.47%
64,965
-8,376
35
$2.87M 1.46%
32,575
+11,725
36
$2.85M 1.45%
15,151
+560
37
$2.83M 1.44%
118,564
-6,312
38
$2.82M 1.43%
19,082
-826
39
$2.81M 1.42%
98,077
-7,584
40
$2.59M 1.32%
29,465
-1,871
41
$2.42M 1.23%
30,349
-5,835
42
$2.32M 1.18%
18,598
-1,963
43
$2.24M 1.14%
84,657
-3,564
44
$2.22M 1.12%
37,395
-9,250
45
$2.21M 1.12%
+21,970
46
$2.09M 1.06%
64,524
+289
47
$2.08M 1.06%
123,212
-5,388
48
$2.05M 1.04%
26,881
-7,278
49
$1.94M 0.98%
65,802
+626
50
$1.92M 0.98%
+28,616
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