WCF

West Coast Financial Portfolio holdings

AUM $876M
1-Year Est. Return 5.74%
This Fund
S&P 500
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
+$11.4M
2
+$9.46M
3
+$4.17M
4
CMI icon
Cummins
CMI
+$2.72M
5
EBIX
Ebix Inc
EBIX
+$2.4M

Top Sells

1
+$5.58M
2
+$3.99M
3
+$3.93M
4
WAB icon
Wabtec
WAB
+$3.32M
5
AAPL icon
Apple
AAPL
+$3.31M

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
– –
-7,933
108
– –
-2,974
109
– –
-3,010
110
– –
-6,200
111
– –
-3,815
112
– –
-2,800
113
– –
-6,870
114
– –
-3,000
115
– –
-16,336
116
– –
-3,056
117
– –
-807
118
– –
-5,612
119
– –
-6,395
120
– –
-3,288
121
– –
-5,991
122
– –
-1,609
123
– –
-1,755
124
– –
-8,673
125
– –
-6,489
2 3 4
5
6