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
$441M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.67M
3
+$2.67M
4
AEO icon
American Eagle Outfitters
AEO
+$2.55M
5
FDX icon
FedEx
FDX
+$1.99M

Top Sells

1
+$4.92M
2
+$4.82M
3
+$4.28M
4
CERN
Cerner Corp
CERN
+$3.53M
5
EBIX
Ebix Inc
EBIX
+$2.91M

Sector Composition

1 Consumer Discretionary 13.26%
2 Technology 11.94%
3 Healthcare 10.75%
4 Financials 9.82%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.71M 1.52%
49,665
+450
27
$6.33M 1.43%
43,469
+13,642
28
$6.18M 1.4%
224,623
-7,944
29
$6.16M 1.4%
147,274
-1,240
30
$5.92M 1.34%
19,844
-522
31
$5.91M 1.34%
101,520
+1,016
32
$5.62M 1.27%
79,617
+327
33
$5.5M 1.25%
97,132
+1,755
34
$5.38M 1.22%
78,919
-51,752
35
$5.07M 1.15%
182,490
+52,402
36
$5.04M 1.14%
119,972
-4,780
37
$4.7M 1.07%
83,396
-110
38
$4.67M 1.06%
+106,940
39
$4.6M 1.04%
136,629
+3,605
40
$3.91M 0.89%
54,100
+159
41
$3.78M 0.86%
46,839
-28,955
42
$3.19M 0.72%
23,222
+77
43
$1.92M 0.44%
11,764
-180
44
$1.85M 0.42%
9,604
-225
45
$1.74M 0.39%
10,552
46
$1.7M 0.39%
5,898
+159
47
$1.46M 0.33%
3,826
+100
48
$1.39M 0.32%
24,336
-2,548
49
$1.38M 0.31%
10,066
+540
50
$1.34M 0.3%
42,850
-964
1
2
3 4 5