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
$312M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$3.86M
3
+$3.52M
4
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$2.35M
5
AMN icon
AMN Healthcare
AMN
+$2.09M

Top Sells

1
+$4.88M
2
+$3.34M
3
+$2.17M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.66M
5
NEE icon
NextEra Energy
NEE
+$1.65M

Sector Composition

1 Healthcare 16.19%
2 Industrials 12.54%
3 Technology 9.79%
4 Financials 9.7%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$340K 0.11%
+1,830
102
$334K 0.11%
+5,105
103
$331K 0.11%
+10,888
104
$324K 0.1%
7,653
+2,792
105
$323K 0.1%
+1,830
106
$321K 0.1%
5,432
-716
107
$310K 0.1%
+2,000
108
$306K 0.1%
3,298
+213
109
$287K 0.09%
2,274
110
$283K 0.09%
4,008
-69,141
111
$280K 0.09%
4,212
+243
112
$275K 0.09%
8,890
+673
113
$274K 0.09%
8,519
-1,226
114
$273K 0.09%
+9,785
115
$273K 0.09%
3,790
116
$268K 0.09%
4,100
117
$264K 0.08%
+5,268
118
$259K 0.08%
4,806
+14
119
$257K 0.08%
+5,400
120
$252K 0.08%
+7,950
121
$248K 0.08%
+16,500
122
$247K 0.08%
8,868
-3,257
123
$244K 0.08%
+3,032
124
$233K 0.07%
3,402
-80
125
$228K 0.07%
2,347
2 3 4
5
6