WCF
West Coast Financial Portfolio holdings
AUM
$876M
This Quarter Return
+3.64%
1 Year Return
+5.74%
3 Year Return
+22.2%
5 Year Return
+134.62%
10 Year Return
+223.15%
AUM
$243M
AUM Growth
+$243M
(+1.6%)
Cap. Flow
-$2.95M
Cap. Flow
% of AUM
-1.22%
Top 10 Holdings %
Top 10 Hldgs %
33.47%
Holding
93
New
3
Increased
48
Reduced
25
Closed
7
Top Buys
| 1 |
Wabtec
WAB
|
$2.87M |
| 2 |
Cummins
CMI
|
$2.44M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.2M |
| 4 |
LM
Legg Mason, Inc.
LM
|
$1.47M |
| 5 |
Deckers Outdoor
DECK
|
$436K |
Top Sells
| 1 |
Snap-on
SNA
|
$3.02M |
| 2 |
Lindsay Corp
LNN
|
$2.89M |
| 3 |
TUMI
TUMI HLDGS INC COM
TUMI
|
$2.75M |
| 4 |
Automatic Data Processing
ADP
|
$2.6M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.59M |
Sector Composition
| 1 | Healthcare | 16.95% |
| 2 | Industrials | 14.49% |
| 3 | Technology | 11.33% |
| 4 | Financials | 11.2% |
| 5 | Consumer Discretionary | 9.65% |
