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
$312M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$3.86M
3
+$3.52M
4
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$2.35M
5
AMN icon
AMN Healthcare
AMN
+$2.09M

Top Sells

1
+$4.88M
2
+$3.34M
3
+$2.17M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.66M
5
NEE icon
NextEra Energy
NEE
+$1.65M

Sector Composition

1 Healthcare 16.19%
2 Industrials 12.54%
3 Technology 9.79%
4 Financials 9.7%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.56%
33,433
+16,983
52
$1.59M 0.51%
+13,417
53
$1.57M 0.5%
66,266
-32,472
54
$1.57M 0.5%
7,219
-625
55
$1.51M 0.48%
+6,748
56
$1.48M 0.48%
9,733
+5,203
57
$1.47M 0.47%
12,013
-270
58
$1.45M 0.46%
14,057
+7,055
59
$1.42M 0.46%
11,427
-457
60
$1.39M 0.45%
11,548
61
$1.32M 0.43%
41,336
+11,596
62
$1.32M 0.43%
+57,264
63
$1.28M 0.41%
16,266
+3,155
64
$1.24M 0.4%
+12,712
65
$1.17M 0.38%
16,573
-591
66
$1.11M 0.36%
+34,689
67
$1.08M 0.35%
69,594
-36,848
68
$1.08M 0.35%
57,885
-27,875
69
$1.08M 0.35%
42,906
-27,221
70
$1.04M 0.34%
19,917
-600
71
$951K 0.31%
+12,020
72
$951K 0.31%
24,480
-2,000
73
$946K 0.3%
8,388
-180
74
$939K 0.3%
+10,955
75
$931K 0.3%
+17,130
1 2
3
4 5