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
$193M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$941K
3
+$756K
4
SYNA icon
Synaptics
SYNA
+$412K
5
BA icon
Boeing
BA
+$392K

Top Sells

1
+$1.07M
2
+$988K
3
+$798K
4
ADP icon
Automatic Data Processing
ADP
+$346K
5
GEOS icon
Geospace Technologies
GEOS
+$312K

Sector Composition

1 Healthcare 20.56%
2 Industrials 17.83%
3 Technology 17%
4 Financials 12.26%
5 Consumer Staples 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.67M 4.49%
314,316
+4,256
2
$5.55M 2.87%
72,834
-678
3
$5.41M 2.8%
62,766
+296
4
$5.39M 2.79%
148,615
-21,980
5
$5.33M 2.76%
35,525
-207
6
$4.89M 2.53%
65,940
+1,448
7
$4.8M 2.48%
35,347
+21
8
$4.69M 2.43%
63,064
+4,823
9
$4.52M 2.34%
32,902
+13
10
$4.51M 2.33%
27,063
+20
11
$4.48M 2.32%
69,140
+1,918
12
$4.28M 2.21%
45,219
+145
13
$4.25M 2.2%
103,708
+8,576
14
$4.22M 2.19%
29,283
-212
15
$4.2M 2.18%
137,624
-890
16
$4.2M 2.17%
36,545
+3
17
$4.12M 2.13%
85,732
-1,264
18
$4.12M 2.13%
19,368
-5,044
19
$4.09M 2.12%
29,925
-177
20
$3.99M 2.07%
74,754
-1,064
21
$3.77M 1.95%
54,545
-31
22
$3.75M 1.94%
40,610
+1,245
23
$3.67M 1.9%
65,457
-373
24
$3.5M 1.81%
22,798
+199
25
$3.47M 1.8%
26,706
+3,017
1
2 3 4