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
$215M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$2.93M
3
+$2.06M
4
HY icon
Hyster-Yale Materials Handling
HY
+$2M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$1.03M

Top Sells

1
+$4.12M
2
+$3.89M
3
+$2.21M
4
CL icon
Colgate-Palmolive
CL
+$1.39M
5
AAPL icon
Apple
AAPL
+$819K

Sector Composition

1 Healthcare 18.88%
2 Industrials 16.82%
3 Technology 13.45%
4 Financials 11.21%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,193
102
– –
-184,378
103
– –
-4,245
104
– –
-9,750
105
– –
-5,698
1 2 3 4
5