WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
-6.21%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$224M
AUM Growth
+$224M
(-1.7%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
5.12%
Top 10 Holdings %
Top 10 Hldgs %
32.83%
Holding
99
New
2
Increased
52
Reduced
20
Closed
10
Top Buys
| 1 |
AVID
Avid Technology Inc
AVID
|
$3.38M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.48M |
| 3 |
Synaptics
SYNA
|
$1.51M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.3M |
| 5 |
Biogen
BIIB
|
$452K |
Top Sells
| 1 |
Amazon
AMZN
|
$260K |
| 2 |
Coca-Cola
KO
|
$249K |
| 3 |
DFRG
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
|
$223K |
| 4 |
Rayonier
RYN
|
$222K |
| 5 |
Calavo Growers
CVGW
|
$213K |
Sector Composition
| 1 | Healthcare | 17.01% |
| 2 | Industrials | 14.2% |
| 3 | Technology | 13.26% |
| 4 | Financials | 10.96% |
| 5 | Consumer Discretionary | 8.52% |
