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
$352M
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.77M
3
+$3.74M
4
CMI icon
Cummins
CMI
+$2.57M
5
EBIX
Ebix Inc
EBIX
+$1.92M

Top Sells

1
+$5.16M
2
+$3.86M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.69M
5
WAB icon
Wabtec
WAB
+$2.67M

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
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140
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