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
$355M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$4.97M
3
+$282K
4
IBM icon
IBM
IBM
+$170K
5
BDX icon
Becton Dickinson
BDX
+$132K

Top Sells

1
+$4.09M
2
+$3.54M
3
+$3.03M
4
COP icon
ConocoPhillips
COP
+$2.54M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Sector Composition

1 Healthcare 15.45%
2 Industrials 12.05%
3 Financials 11.89%
4 Consumer Discretionary 11.75%
5 Technology 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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141
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142
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6