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
$909M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.05M
3
+$7.41M
4
FN icon
Fabrinet
FN
+$4.74M
5
INGR icon
Ingredion
INGR
+$4.58M

Top Sells

1
+$11.8M
2
+$7.74M
3
+$6.28M
4
MUSA icon
Murphy USA
MUSA
+$6.06M
5
AIN icon
Albany International
AIN
+$3.57M

Sector Composition

1 Technology 13.93%
2 Financials 10.63%
3 Healthcare 9.4%
4 Industrials 8.49%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.15%
23,310
-133,005
77
$1.29M 0.14%
58,350
78
$1.24M 0.14%
7,417
-259
79
$1.2M 0.13%
5,958
-375
80
$1.17M 0.13%
23,844
-130
81
$1.13M 0.12%
6,310
82
$1.07M 0.12%
3,949
83
$931K 0.1%
3,860
-73
84
$915K 0.1%
8,057
-578
85
$882K 0.1%
2,736
-199
86
$836K 0.09%
8,734
+155
87
$820K 0.09%
2,886
88
$797K 0.09%
5,176
+516
89
$788K 0.09%
9,321
-335
90
$749K 0.08%
3,157
91
$725K 0.08%
1,472
-12,299
92
$707K 0.08%
1,650
-30
93
$683K 0.08%
16,798
-262
94
$665K 0.07%
1,416
+7
95
$665K 0.07%
5,945
96
$644K 0.07%
6,697
-418
97
$621K 0.07%
7,695
+4
98
$598K 0.07%
4,469
-599
99
$576K 0.06%
5,552
+97
100
$560K 0.06%
3,938
2 3
4
5 6