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
$193M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$941K
3
+$756K
4
SYNA icon
Synaptics
SYNA
+$412K
5
BA icon
Boeing
BA
+$392K

Top Sells

1
+$1.07M
2
+$988K
3
+$798K
4
ADP icon
Automatic Data Processing
ADP
+$346K
5
GEOS icon
Geospace Technologies
GEOS
+$312K

Sector Composition

1 Healthcare 20.56%
2 Industrials 17.83%
3 Technology 17%
4 Financials 12.26%
5 Consumer Staples 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.38M 1.75%
102,191
+1,764
27
$3.35M 1.73%
126,028
-112
28
$3.25M 1.68%
711,424
+2,336
29
$3.22M 1.67%
46,601
+934
30
$3.19M 1.65%
105,507
+31,188
31
$2.9M 1.5%
33,438
+651
32
$2.87M 1.49%
13,873
-282
33
$2.81M 1.46%
32,780
+253
34
$2.76M 1.43%
85,683
+4,918
35
$2.75M 1.42%
54,460
+660
36
$2.68M 1.39%
43,464
-2,375
37
$2.53M 1.31%
66,816
+185
38
$2.5M 1.29%
36,326
+5,979
39
$2.44M 1.27%
92,393
+11,451
40
$2.37M 1.23%
28,463
-4,151
41
$2.31M 1.2%
97,391
+7,261
42
$2.25M 1.16%
88,578
+131
43
$2.21M 1.15%
+45,000
44
$1.91M 0.99%
63,078
-617
45
$1.91M 0.99%
26,037
+2,296
46
$1.61M 0.83%
18,018
-820
47
$1.57M 0.82%
13,808
+500
48
$1.55M 0.8%
18,703
-430
49
$1.48M 0.76%
12,339
+710
50
$1.32M 0.69%
11,548
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