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
$441M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.67M
3
+$2.67M
4
AEO icon
American Eagle Outfitters
AEO
+$2.55M
5
FDX icon
FedEx
FDX
+$1.99M

Top Sells

1
+$4.92M
2
+$4.82M
3
+$4.28M
4
CERN
Cerner Corp
CERN
+$3.53M
5
EBIX
Ebix Inc
EBIX
+$2.91M

Sector Composition

1 Consumer Discretionary 13.26%
2 Technology 11.94%
3 Healthcare 10.75%
4 Financials 9.82%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.3%
11,131
-25
52
$1.23M 0.28%
7,143
-95
53
$1.2M 0.27%
18,339
-4,429
54
$1.18M 0.27%
7,821
+107
55
$1.17M 0.26%
8,395
+1,625
56
$1.14M 0.26%
12,152
-1,620
57
$1.12M 0.25%
8,670
-77
58
$1.12M 0.25%
47,410
-700
59
$1.08M 0.24%
81,951
-6,864
60
$1M 0.23%
6,629
61
$1M 0.23%
9,392
-1,345
62
$999K 0.23%
11,354
-54,787
63
$974K 0.22%
8,533
-186
64
$972K 0.22%
8,162
-100
65
$937K 0.21%
15,380
+440
66
$896K 0.2%
3,653
-70
67
$895K 0.2%
23,430
-111,982
68
$887K 0.2%
7,476
+53
69
$832K 0.19%
18,480
+496
70
$800K 0.18%
13,254
-300
71
$745K 0.17%
39,454
72
$689K 0.16%
4,092
-29,204
73
$627K 0.14%
3,323
-450
74
$594K 0.13%
4,778
+918
75
$567K 0.13%
24,530
+350
1 2
3
4 5