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
$590M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.88M
2
+$6.51M
3
+$6.37M
4
APH icon
Amphenol
APH
+$6.13M
5
JBHT icon
JB Hunt Transport Services
JBHT
+$5.05M

Top Sells

1
+$9.43M
2
+$7.83M
3
+$7.75M
4
MRK icon
Merck
MRK
+$5.45M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.14M

Sector Composition

1 Technology 16.02%
2 Industrials 10.59%
3 Healthcare 9.63%
4 Financials 9.34%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$717K 0.12%
23,120
-175
77
$703K 0.12%
6,004
-125
78
$644K 0.11%
3,485
-304
79
$619K 0.1%
2,886
80
$617K 0.1%
3,364
-219
81
$589K 0.1%
10,070
-936
82
$544K 0.09%
17,472
83
$542K 0.09%
3,579
+130
84
$520K 0.09%
2,300
-34,614
85
$506K 0.09%
2,820
-227
86
$505K 0.09%
4,789
-1,844
87
$476K 0.08%
23,174
+85
88
$461K 0.08%
5,851
-562
89
$457K 0.08%
1,974
-318
90
$436K 0.07%
2,695
+290
91
$434K 0.07%
6,988
+1,241
92
$430K 0.07%
17,461
+407
93
$421K 0.07%
+1,987
94
$411K 0.07%
3,407
-100
95
$403K 0.07%
2,656
96
$386K 0.07%
947
+8
97
$386K 0.07%
7,147
+2
98
$340K 0.06%
3,142
99
$338K 0.06%
3,726
100
$327K 0.06%
2,026
+71
2 3
4
5 6