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
$411M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$5.08M
3
+$4.35M
4
HLI icon
Houlihan Lokey
HLI
+$3.44M
5
POR icon
Portland General Electric
POR
+$2.97M

Top Sells

1
+$30.3M
2
+$11.7M
3
+$5.63M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.78M
5
AAPL icon
Apple
AAPL
+$4.4M

Sector Composition

1 Technology 15%
2 Healthcare 14.93%
3 Consumer Discretionary 9.86%
4 Industrials 9.35%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.05%
+2,580
102
$213K 0.05%
6,285
-351,022
103
$203K 0.05%
+1,004
104
– –
-5,030
105
– –
-7,242
106
– –
-2,758
1 2 3 4
5