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
$197M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.21M
3
+$1.92M
4
LNN icon
Lindsay Corp
LNN
+$1.03M
5
CHKP icon
Check Point Software Technologies
CHKP
+$201K

Top Sells

1
+$1.31M
2
+$1.09M
3
+$1.08M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$866K
5
BHP icon
BHP
BHP
+$841K

Sector Composition

1 Industrials 17.31%
2 Technology 16.4%
3 Healthcare 16.31%
4 Financials 10.57%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.97%
19,693
-4,774
52
$1.7M 0.86%
65,809
-18,568
53
$1.58M 0.8%
90,027
-426
54
$1.58M 0.8%
11,658
-4,258
55
$1.28M 0.65%
10,973
+1,395
56
$1.21M 0.61%
11,548
57
$1.06M 0.54%
26,778
-3,923
58
$958K 0.49%
37,914
-43,333
59
$825K 0.42%
17,348
+1,185
60
$809K 0.41%
9,955
-16,061
61
$777K 0.39%
7,907
+1,065
62
$768K 0.39%
6,456
+61
63
$765K 0.39%
23,441
-1,741
64
$747K 0.38%
12,137
-2,258
65
$722K 0.37%
17,605
-18,447
66
$709K 0.36%
15,870
-14,223
67
$678K 0.34%
13,638
-852
68
$678K 0.34%
7,265
-2,190
69
$653K 0.33%
5,850
-1,075
70
$631K 0.32%
5,892
+1,681
71
$567K 0.29%
9,893
-14,673
72
$538K 0.27%
5,067
+1,682
73
$537K 0.27%
19,045
-38,426
74
$412K 0.21%
3,029
-21
75
$392K 0.2%
4,859
-1,649
1 2
3
4