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
$215M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$2.93M
3
+$2.06M
4
HY icon
Hyster-Yale Materials Handling
HY
+$2M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.03M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$2.21M
4
CL icon
Colgate-Palmolive
CL
+$1.39M
5
AAPL icon
Apple
AAPL
+$819K

Sector Composition

1 Healthcare 18.88%
2 Industrials 16.82%
3 Technology 13.45%
4 Financials 11.21%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$316K 0.15%
3,010
-10
77
$309K 0.14%
15,173
-6,182
78
$308K 0.14%
4,704
+400
79
$284K 0.13%
7,232
+1,715
80
$281K 0.13%
13,270
-21,365
81
$274K 0.13%
10,673
-3,998
82
$264K 0.12%
4,370
-170
83
$257K 0.12%
+6,344
84
$244K 0.11%
3,756
-1,694
85
$236K 0.11%
8,950
+950
86
$232K 0.11%
550
-50
87
$230K 0.11%
4,778
-80,905
88
$230K 0.11%
+6,360
89
$228K 0.11%
2,124
-1,000
90
$225K 0.1%
1,891
+3
91
$223K 0.1%
+12,000
92
$213K 0.1%
6,446
-994
93
$212K 0.1%
1,329
+2
94
$211K 0.1%
+4,100
95
$211K 0.1%
+5,580
96
$202K 0.09%
+1,956
97
$157K 0.07%
10,001
-4,000
98
– –
-19,368
99
– –
-45,000
100
– –
-10,830
1 2 3
4
5