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
$197M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.21M
3
+$1.92M
4
LNN icon
Lindsay Corp
LNN
+$1.03M
5
CHKP icon
Check Point Software Technologies
CHKP
+$201K

Top Sells

1
+$1.31M
2
+$1.09M
3
+$1.08M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$866K
5
BHP icon
BHP
BHP
+$841K

Sector Composition

1 Industrials 17.31%
2 Technology 16.4%
3 Healthcare 16.31%
4 Financials 10.57%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.19%
13,880
+1,915
77
$369K 0.19%
3,493
+261
78
$365K 0.19%
18,343
-25,206
79
$333K 0.17%
10,919
+1,714
80
$332K 0.17%
5,035
-1,185
81
$329K 0.17%
8,516
+840
82
$296K 0.15%
17,794
83
$277K 0.14%
6,835
-13,827
84
$274K 0.14%
2,795
+275
85
$264K 0.13%
7,790
-4,990
86
$251K 0.13%
3,069
-361
87
$244K 0.12%
1,969
+144
88
$236K 0.12%
2,952
+44
89
$232K 0.12%
4,304
90
$218K 0.11%
8,000
-1,170
91
$201K 0.1%
+2,965
92
– –
-3,210
1 2 3
4