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
$437M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.51M
3
+$3.12M
4
TER icon
Teradyne
TER
+$2.89M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.57M

Top Sells

1
+$12.9M
2
+$4.92M
3
+$4.74M
4
HY icon
Hyster-Yale Materials Handling
HY
+$4.48M
5
SYNA icon
Synaptics
SYNA
+$3.17M

Sector Composition

1 Consumer Discretionary 12.74%
2 Healthcare 11.82%
3 Technology 11.79%
4 Financials 11.49%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$543K 0.12%
+22,776
77
$531K 0.12%
7,405
-99
78
$517K 0.12%
6,395
79
$514K 0.12%
17,894
-192
80
$495K 0.11%
26,472
-5,596
81
$494K 0.11%
1,796
-85
82
$481K 0.11%
4,836
-600
83
$454K 0.1%
24,180
84
$446K 0.1%
2,565
85
$426K 0.1%
4,625
86
$423K 0.1%
3,860
+242
87
$392K 0.09%
5,395
88
$384K 0.09%
15,181
+1,452
89
$378K 0.09%
5,455
-1,200
90
$372K 0.09%
1,790
-33
91
$369K 0.08%
7,039
-62
92
$346K 0.08%
3,788
-774
93
$298K 0.07%
3,415
-300
94
$293K 0.07%
2,900
-150
95
$291K 0.07%
2,625
-50
96
$288K 0.07%
4,317
-811
97
$282K 0.06%
3,096
98
$271K 0.06%
1,035
+1
99
$255K 0.06%
2,740
100
$238K 0.05%
4,671
-1,417
1 2 3
4
5