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
$441M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.67M
3
+$2.67M
4
AEO icon
American Eagle Outfitters
AEO
+$2.55M
5
FDX icon
FedEx
FDX
+$1.99M

Top Sells

1
+$4.92M
2
+$4.82M
3
+$4.28M
4
CERN
Cerner Corp
CERN
+$3.53M
5
EBIX
Ebix Inc
EBIX
+$2.91M

Sector Composition

1 Consumer Discretionary 13.26%
2 Technology 11.94%
3 Healthcare 10.75%
4 Financials 9.82%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$564K 0.13%
28,072
+1,600
77
$556K 0.13%
2,886
78
$552K 0.13%
22,776
79
$549K 0.12%
21,630
-395
80
$515K 0.12%
6,395
81
$498K 0.11%
6,775
-630
82
$483K 0.11%
17,649
-245
83
$479K 0.11%
1,761
-35
84
$457K 0.1%
4,486
-350
85
$441K 0.1%
15,446
+265
86
$438K 0.1%
4,625
87
$395K 0.09%
5,395
88
$390K 0.09%
7,039
89
$384K 0.09%
1,790
90
$368K 0.08%
2,195
-370
91
$366K 0.08%
4,206
+418
92
$365K 0.08%
5,105
-350
93
$319K 0.07%
2,900
94
$310K 0.07%
+7,830
95
$298K 0.07%
2,625
96
$291K 0.07%
+1,502
97
$289K 0.07%
4,317
98
$276K 0.06%
3,096
99
$276K 0.06%
1,036
+1
100
$259K 0.06%
1,115
+60
1 2 3
4
5