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
126
$358K 0.04%
2,564
127
$355K 0.04%
1,800
-7
128
$355K 0.04%
3,084
129
$353K 0.04%
1,509
130
$353K 0.04%
919
131
$352K 0.04%
7,447
132
$351K 0.04%
6,601
133
$349K 0.04%
1,275
-33
134
$346K 0.04%
8,281
135
$345K 0.04%
5,000
136
$339K 0.04%
4,200
137
$319K 0.04%
1,415
-303
138
$316K 0.03%
1,200
139
$312K 0.03%
1,653
+1
140
$305K 0.03%
2,256
-200
141
$301K 0.03%
1,618
-10
142
$300K 0.03%
1,358
143
$300K 0.03%
2,152
144
$293K 0.03%
2,760
145
$293K 0.03%
3,310
-260
146
$289K 0.03%
6,033
147
$287K 0.03%
2,667
+242
148
$285K 0.03%
3,870
149
$281K 0.03%
3,000
150
$280K 0.03%
1,135
4 5
6
7 8