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
$590M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$6.5M
3
+$6.39M
4
APH icon
Amphenol
APH
+$6.09M
5
JBHT icon
JB Hunt Transport Services
JBHT
+$5.05M

Top Sells

1
+$9.29M
2
+$7.69M
3
+$7.44M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.13M
5
MRK icon
Merck
MRK
+$5.02M

Sector Composition

1 Technology 16.02%
2 Industrials 10.59%
3 Healthcare 9.63%
4 Financials 9.34%
5 Consumer Staples 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$203K 0.03%
+820
127
$68.3K 0.01%
+1,000
128
– –
-4,720
129
– –
-20,996
130
– –
-1,858
131
– –
-560
132
– –
-375
133
– –
-38,263
2 3 4 5
6