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
$197M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.21M
3
+$1.92M
4
LNN icon
Lindsay Corp
LNN
+$1.03M
5
CHKP icon
Check Point Software Technologies
CHKP
+$201K

Top Sells

1
+$1.31M
2
+$1.09M
3
+$1.08M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$866K
5
BHP icon
BHP
BHP
+$841K

Sector Composition

1 Industrials 17.31%
2 Technology 16.4%
3 Healthcare 16.31%
4 Financials 10.57%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 5.57%
+199,424
2
$5.6M 2.84%
292,124
-6,300
3
$5.04M 2.55%
64,975
-6,219
4
$4.6M 2.33%
69,600
-847
5
$4.51M 2.29%
60,432
-2,638
6
$4.24M 2.15%
33,963
+182
7
$4.24M 2.15%
28,453
-39
8
$4.23M 2.15%
152,489
-8,311
9
$4.22M 2.14%
33,655
-1,780
10
$3.82M 1.94%
35,602
-352
11
$3.79M 1.92%
62,382
-612
12
$3.72M 1.89%
38,059
-649
13
$3.68M 1.86%
46,618
-1,271
14
$3.67M 1.86%
74,925
-58
15
$3.64M 1.85%
43,583
-627
16
$3.63M 1.84%
53,593
-1,602
17
$3.48M 1.77%
127,336
-10,770
18
$3.48M 1.76%
94,746
-3,902
19
$3.46M 1.76%
30,512
-1,928
20
$3.39M 1.72%
107,582
-570
21
$3.36M 1.71%
29,648
+296
22
$3.36M 1.7%
55,938
-2,084
23
$3.34M 1.7%
18,156
+12
24
$3.28M 1.67%
50,594
-434
25
$3.21M 1.63%
124,466
-159
1
2 3 4