WCF
West Coast Financial Portfolio holdings
AUM
$876M
1-Year Return
5.74%
This Quarter Return
+4.17%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$362M
AUM Growth
+$11.6M
(+3.3%)
Cap. Flow
-$972K
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
40.1%
Holding
114
New
7
Increased
23
Reduced
65
Closed
6
Top Buys
| 1 |
Gentex
GNTX
|
+$3.33M |
| 2 |
Acuity Brands
AYI
|
+$3.19M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$494K |
| 4 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$476K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$446K |
Top Sells
| 1 |
PDCO
Patterson Companies, Inc.
PDCO
|
+$3.12M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.1M |
| 3 |
RTX Corp
RTX
|
+$783K |
| 4 |
American Eagle Outfitters
AEO
|
+$296K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$249K |
Sector Composition
| 1 | Healthcare | 13.89% |
| 2 | Consumer Discretionary | 12.22% |
| 3 | Industrials | 12.21% |
| 4 | Financials | 12.04% |
| 5 | Technology | 11.29% |
