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
$312M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$3.86M
3
+$3.52M
4
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$2.35M
5
AMN icon
AMN Healthcare
AMN
+$2.09M

Top Sells

1
+$4.88M
2
+$3.34M
3
+$2.17M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.66M
5
NEE icon
NextEra Energy
NEE
+$1.65M

Sector Composition

1 Healthcare 16.19%
2 Industrials 12.54%
3 Technology 9.79%
4 Financials 9.7%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 1.37%
127,289
-4,137
27
$4.18M 1.34%
421,146
-12,786
28
$4.11M 1.32%
27,090
+84
29
$3.72M 1.2%
61,921
-2,006
30
$3.7M 1.19%
130,355
-9,457
31
$3.61M 1.16%
61,631
+778
32
$3.61M 1.16%
42,738
+183
33
$3.58M 1.15%
116,655
-7,696
34
$3.52M 1.13%
+31,648
35
$3.4M 1.09%
25,786
-820
36
$3.31M 1.06%
416,671
-8,742
37
$3.29M 1.06%
77,174
-1,483
38
$3.23M 1.04%
85,703
-1,798
39
$3.03M 0.97%
18,005
-6,094
40
$2.85M 0.92%
93,216
-53,956
41
$2.82M 0.91%
89,364
-3,207
42
$2.82M 0.9%
51,659
+5,680
43
$2.72M 0.87%
36,652
-504
44
$2.61M 0.84%
24,877
-144
45
$2.46M 0.79%
56,635
+4,622
46
$2.35M 0.76%
+52,791
47
$2.21M 0.71%
19,068
+7,020
48
$2.09M 0.67%
+65,591
49
$1.92M 0.62%
185,067
-137,298
50
$1.79M 0.58%
15,195
+4,555
1
2
3 4 5