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
$909M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.05M
3
+$7.41M
4
FN icon
Fabrinet
FN
+$4.74M
5
INGR icon
Ingredion
INGR
+$4.58M

Top Sells

1
+$11.8M
2
+$7.74M
3
+$6.28M
4
MUSA icon
Murphy USA
MUSA
+$6.06M
5
AIN icon
Albany International
AIN
+$3.57M

Sector Composition

1 Technology 13.93%
2 Financials 10.63%
3 Healthcare 9.4%
4 Industrials 8.49%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.92M 0.43%
36,586
-383
52
$3.79M 0.42%
47,182
+1,013
53
$3.48M 0.38%
22,011
-813
54
$3.44M 0.38%
21,467
+379
55
$3.23M 0.36%
16,379
-281
56
$3.15M 0.35%
11,120
+496
57
$3.12M 0.34%
3,515
-89
58
$2.98M 0.33%
23,177
+127
59
$2.92M 0.32%
9,281
-480
60
$2.57M 0.28%
+90,732
61
$2.04M 0.22%
12,215
-180
62
$2M 0.22%
2,253
63
$1.95M 0.21%
8,010
+365
64
$1.93M 0.21%
36,602
65
$1.82M 0.2%
8,234
-138
66
$1.8M 0.2%
2,998
-703
67
$1.72M 0.19%
17,665
+16
68
$1.69M 0.19%
5,003
-513
69
$1.69M 0.19%
7,475
70
$1.67M 0.18%
3,431
-43
71
$1.61M 0.18%
9,902
-33
72
$1.54M 0.17%
19,439
-2,133
73
$1.51M 0.17%
2,581
-20,234
74
$1.38M 0.15%
4,254
-249
75
$1.36M 0.15%
9,664
-800
1 2
3
4 5