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
$441M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.67M
3
+$2.67M
4
AEO icon
American Eagle Outfitters
AEO
+$2.55M
5
FDX icon
FedEx
FDX
+$1.99M

Top Sells

1
+$4.92M
2
+$4.82M
3
+$4.28M
4
CERN
Cerner Corp
CERN
+$3.53M
5
EBIX
Ebix Inc
EBIX
+$2.91M

Sector Composition

1 Consumer Discretionary 13.26%
2 Technology 11.94%
3 Healthcare 10.75%
4 Financials 9.82%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$254K 0.06%
4,674
+3
102
$243K 0.06%
1,749
103
$241K 0.05%
2,715
-700
104
$234K 0.05%
3,263
+24
105
$223K 0.05%
3,000
106
$222K 0.05%
2,460
107
$211K 0.05%
1,466
108
$208K 0.05%
2,185
-555
109
$203K 0.05%
+2,500
110
– –
-4,204
111
– –
-1,986
112
– –
-1,866
113
– –
-57,936
1 2 3 4
5