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
$312M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$3.86M
3
+$3.52M
4
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$2.35M
5
AMN icon
AMN Healthcare
AMN
+$2.09M

Top Sells

1
+$4.88M
2
+$3.34M
3
+$2.17M
4
IDXX icon
Idexx Laboratories
IDXX
+$1.66M
5
NEE icon
NextEra Energy
NEE
+$1.65M

Sector Composition

1 Healthcare 16.19%
2 Industrials 12.54%
3 Technology 9.79%
4 Financials 9.7%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.2M 10.99%
551,736
+146,486
2
$10.1M 3.25%
358,572
+39,800
3
$8.03M 2.58%
71,192
-14,715
4
$7.53M 2.42%
74,009
-988
5
$7.04M 2.26%
48,718
+3,365
6
$6.86M 2.2%
53,554
+1,480
7
$6.72M 2.16%
83,406
-3,448
8
$6.7M 2.15%
177,567
+3,946
9
$6.38M 2.05%
36,385
-6,139
10
$6.27M 2.01%
174,438
-752
11
$6.19M 1.99%
119,331
+74,308
12
$6.13M 1.97%
56,375
+5,800
13
$6.05M 1.94%
41,087
-451
14
$5.96M 1.91%
81,526
-1,767
15
$5.95M 1.91%
72,805
-1,183
16
$5.74M 1.84%
106,054
-1,801
17
$5.47M 1.76%
817,216
-18,560
18
$5.33M 1.71%
86,268
-1,270
19
$5.24M 1.68%
23,373
-9,679
20
$5.02M 1.61%
95,349
-2,288
21
$4.83M 1.55%
74,617
-1,132
22
$4.55M 1.46%
52,112
+4,634
23
$4.53M 1.45%
58,534
+25,850
24
$4.38M 1.4%
114,256
-2,668
25
$4.3M 1.38%
106,880
-1,260
1
2 3 4 5