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
$215M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$2.93M
3
+$2.06M
4
HY icon
Hyster-Yale Materials Handling
HY
+$2M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.03M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$2.21M
4
CL icon
Colgate-Palmolive
CL
+$1.39M
5
AAPL icon
Apple
AAPL
+$819K

Sector Composition

1 Healthcare 18.88%
2 Industrials 16.82%
3 Technology 13.45%
4 Financials 11.21%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.62%
134,188
+8,160
27
$3.43M 1.59%
731,304
+19,880
28
$3.42M 1.59%
22,325
-473
29
$3.19M 1.48%
33,607
+169
30
$3.03M 1.41%
48,649
+2,048
31
$3.02M 1.4%
57,898
+3,438
32
$2.93M 1.36%
+241,212
33
$2.77M 1.29%
34,104
-2,222
34
$2.67M 1.24%
34,945
+2,165
35
$2.65M 1.23%
108,390
+10,999
36
$2.62M 1.21%
94,599
+2,206
37
$2.56M 1.19%
12,302
-1,571
38
$2.55M 1.19%
68,851
+2,035
39
$2.5M 1.16%
29,223
+760
40
$2.46M 1.14%
80,692
-24,815
41
$2.45M 1.14%
99,455
+10,877
42
$2.44M 1.13%
43,039
-425
43
$2.39M 1.11%
34,454
-20,091
44
$2.26M 1.05%
66,480
+3,402
45
$2.06M 0.96%
+102,291
46
$1.64M 0.76%
18,554
-149
47
$1.52M 0.71%
13,778
-30
48
$1.4M 0.65%
11,293
-1,046
49
$1.34M 0.62%
11,548
50
$1.29M 0.6%
13,758
-4,260
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