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
$909M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.05M
3
+$7.41M
4
FN icon
Fabrinet
FN
+$4.74M
5
INGR icon
Ingredion
INGR
+$4.58M

Top Sells

1
+$11.8M
2
+$7.74M
3
+$6.28M
4
MUSA icon
Murphy USA
MUSA
+$6.06M
5
AIN icon
Albany International
AIN
+$3.57M

Sector Composition

1 Technology 13.93%
2 Financials 10.63%
3 Healthcare 9.4%
4 Industrials 8.49%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$537K 0.06%
3,152
102
$514K 0.06%
7,590
103
$505K 0.06%
4,304
-450
104
$502K 0.06%
19,488
+5,188
105
$482K 0.05%
17,400
106
$481K 0.05%
3,999
107
$466K 0.05%
2,900
108
$457K 0.05%
905
+47
109
$457K 0.05%
13,538
-2,332
110
$446K 0.05%
19,018
-198
111
$437K 0.05%
3,000
112
$435K 0.05%
3,580
113
$433K 0.05%
942
-355
114
$423K 0.05%
2,135
+20
115
$422K 0.05%
3,887
-82
116
$422K 0.05%
5,014
117
$417K 0.05%
1,540
118
$416K 0.05%
2,412
+12
119
$412K 0.05%
2,292
120
$410K 0.05%
3,200
+48
121
$400K 0.04%
6,509
122
$398K 0.04%
1,640
+45
123
$386K 0.04%
7,364
-800
124
$385K 0.04%
4,364
125
$367K 0.04%
+4,373
3 4
5
6 7