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
$312M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$3.86M
3
+$3.52M
4
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$2.35M
5
AMN icon
AMN Healthcare
AMN
+$2.09M

Top Sells

1
+$4.88M
2
+$3.34M
3
+$2.17M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.66M
5
NEE icon
NextEra Energy
NEE
+$1.65M

Sector Composition

1 Healthcare 16.19%
2 Industrials 12.54%
3 Technology 9.79%
4 Financials 9.7%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$901K 0.29%
10,040
+5,593
77
$825K 0.26%
+11,440
78
$785K 0.25%
37,220
-18,510
79
$774K 0.25%
39,743
+1
80
$736K 0.24%
6,948
-400
81
$723K 0.23%
4,337
+2,996
82
$692K 0.22%
+17,783
83
$634K 0.2%
+4,772
84
$627K 0.2%
10,888
+6,100
85
$621K 0.2%
5,332
-1,000
86
$591K 0.19%
+11,866
87
$544K 0.17%
8,515
-2,702
88
$530K 0.17%
+7,300
89
$519K 0.17%
6,272
+168
90
$505K 0.16%
7,000
+1,000
91
$502K 0.16%
17,153
-10,219
92
$499K 0.16%
+2,410
93
$452K 0.15%
+4,500
94
$450K 0.14%
10,492
-8
95
$448K 0.14%
3,010
96
$439K 0.14%
+5,520
97
$408K 0.13%
+7,690
98
$386K 0.12%
2,721
-310
99
$379K 0.12%
+3,900
100
$371K 0.12%
+5,684
2 3
4
5 6