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
$411M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$5.49M
3
+$4.76M
4
HLI icon
Houlihan Lokey
HLI
+$3.29M
5
ABMD
Abiomed Inc
ABMD
+$3.14M

Top Sells

1
+$30.6M
2
+$11.9M
3
+$7.1M
4
AAPL icon
Apple
AAPL
+$5.18M
5
THO icon
Thor Industries
THO
+$5.04M

Sector Composition

1 Technology 15%
2 Healthcare 14.93%
3 Consumer Discretionary 9.86%
4 Industrials 9.35%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.69M 1.39%
53,412
-47,265
27
$5.49M 1.34%
39,118
-568
28
$5.41M 1.32%
209,790
-1,524
29
$5.32M 1.3%
55,588
+937
30
$5.25M 1.28%
74,463
-29,193
31
$5.2M 1.27%
29,109
-23,301
32
$5.13M 1.25%
74,832
-1,340
33
$5.11M 1.25%
20,404
+82
34
$4.93M 1.2%
108,989
-418
35
$4.76M 1.16%
+18,581
36
$4.63M 1.13%
33,816
37
$4.58M 1.12%
78,011
-39,412
38
$4.57M 1.11%
48,541
+346
39
$4.01M 0.98%
54,371
+502
40
$3.94M 0.96%
152,412
-185,114
41
$3.84M 0.94%
20,946
-9,098
42
$3.68M 0.9%
125,278
-67,134
43
$3.55M 0.86%
81,300
-10,220
44
$3.14M 0.77%
+13,002
45
$3.09M 0.75%
36,085
-26,420
46
$2.74M 0.67%
+34,728
47
$2.37M 0.58%
+43,104
48
$1.98M 0.48%
9,220
-30
49
$1.76M 0.43%
10,258
-325
50
$1.63M 0.4%
12,122
-52
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