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
151
$280K 0.03%
918
152
$278K 0.03%
5,450
153
$278K 0.03%
2,604
-200
154
$276K 0.03%
6,640
155
$266K 0.03%
428
+1
156
$261K 0.03%
2,095
157
$255K 0.03%
484
-200
158
$251K 0.03%
2,295
-200
159
$246K 0.03%
+1,510
160
$243K 0.03%
2,230
161
$236K 0.03%
+3,028
162
$228K 0.03%
3,182
163
$221K 0.02%
3,400
164
$218K 0.02%
+372
165
$211K 0.02%
+4,071
166
$210K 0.02%
3,235
167
$209K 0.02%
989
168
$207K 0.02%
4,885
-1,132
169
$206K 0.02%
+1,917
170
$205K 0.02%
2,778
-750
171
$205K 0.02%
9,753
172
$204K 0.02%
4,535
-500
173
– –
-42,273
174
– –
-297
175
– –
-1,672
4 5 6
7
8