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
$411M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$5.49M
3
+$4.76M
4
HLI icon
Houlihan Lokey
HLI
+$3.29M
5
ABMD
Abiomed Inc
ABMD
+$3.14M

Top Sells

1
+$30.6M
2
+$11.9M
3
+$7.1M
4
AAPL icon
Apple
AAPL
+$5.18M
5
THO icon
Thor Industries
THO
+$5.04M

Sector Composition

1 Technology 15%
2 Healthcare 14.93%
3 Consumer Discretionary 9.86%
4 Industrials 9.35%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.11%
1,355
-176
77
$422K 0.1%
4,555
-540
78
$402K 0.1%
2,085
79
$391K 0.1%
15,381
-2,565
80
$378K 0.09%
2,800
81
$373K 0.09%
16,322
+247
82
$373K 0.09%
2,020
+320
83
$361K 0.09%
2,769
-159
84
$359K 0.09%
7,228
-616,661
85
$346K 0.08%
3,956
86
$328K 0.08%
14,665
-1,995
87
$312K 0.08%
3,496
-412
88
$308K 0.08%
4,578
-150
89
$307K 0.07%
3,799
90
$306K 0.07%
1,297
91
$295K 0.07%
997
+1
92
$291K 0.07%
+2,962
93
$267K 0.07%
+4,308
94
$259K 0.06%
+1,180
95
$255K 0.06%
2,355
96
$253K 0.06%
7,491
-2,973
97
$242K 0.06%
6,568
-471
98
$241K 0.06%
+2,834
99
$230K 0.06%
2,625
100
$229K 0.06%
1,950
1 2 3
4
5