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
$909M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.05M
3
+$7.41M
4
FN icon
Fabrinet
FN
+$4.74M
5
INGR icon
Ingredion
INGR
+$4.58M

Top Sells

1
+$11.8M
2
+$7.74M
3
+$6.28M
4
MUSA icon
Murphy USA
MUSA
+$6.06M
5
AIN icon
Albany International
AIN
+$3.57M

Sector Composition

1 Technology 13.93%
2 Financials 10.63%
3 Healthcare 9.4%
4 Industrials 8.49%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.62M 1.06%
16,813
-8
27
$9.6M 1.06%
114,840
+2,026
28
$9.58M 1.05%
61,866
-15,452
29
$9.45M 1.04%
143,213
+874
30
$9.25M 1.02%
22,835
-36
31
$9.25M 1.02%
33,632
+297
32
$8.97M 0.99%
17,362
+16
33
$8.79M 0.97%
45,833
+698
34
$8.68M 0.95%
80,492
+1,075
35
$8.66M 0.95%
35,490
-350
36
$8.51M 0.94%
148,488
+478
37
$8.29M 0.91%
46,946
+105
38
$8.29M 0.91%
88,943
-208
39
$8.12M 0.89%
117,382
+1,254
40
$8.05M 0.89%
+29,680
41
$6.3M 0.69%
212,177
-652
42
$5.22M 0.57%
30,270
-382
43
$5.06M 0.56%
6,528
-8,116
44
$4.8M 0.53%
33,398
+902
45
$4.74M 0.52%
+20,035
46
$4.61M 0.51%
47,671
+697
47
$4.58M 0.5%
+33,344
48
$4.47M 0.49%
28,706
-604
49
$4.13M 0.45%
+72,135
50
$4.08M 0.45%
23,561
-1,158
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