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
$352M
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.77M
3
+$3.74M
4
CMI icon
Cummins
CMI
+$2.57M
5
EBIX
Ebix Inc
EBIX
+$1.92M

Top Sells

1
+$5.16M
2
+$3.86M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.69M
5
WAB icon
Wabtec
WAB
+$2.67M

Sector Composition

1 Healthcare 13.86%
2 Financials 11.27%
3 Technology 10.39%
4 Industrials 10.19%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.07%
2,336
-6,038
102
$213K 0.06%
2,460
103
$211K 0.06%
+5,608
104
$203K 0.06%
1,033
+1
105
$202K 0.06%
4,872
-387
106
$202K 0.06%
+2,061
107
– –
-11,174
108
– –
-2,492
109
– –
-6,200
110
– –
-3,815
111
– –
-2,800
112
– –
-7,933
113
– –
-2,974
114
– –
-6,870
115
– –
-3,000
116
– –
-16,336
117
– –
-7,044
118
– –
-1,200
119
– –
-3,056
120
– –
-6,395
121
– –
-3,288
122
– –
-3,010
123
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-807
124
– –
-5,612
125
– –
-1,609
2 3 4
5
6