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
$368M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.37M
3
+$2.78M
4
MMS icon
Maximus
MMS
+$2.68M
5
MANH icon
Manhattan Associates
MANH
+$2.61M

Top Sells

1
+$4.55M
2
+$531K
3
+$303K
4
WFM
Whole Foods Market Inc
WFM
+$256K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$254K

Sector Composition

1 Healthcare 15.07%
2 Financials 11.65%
3 Industrials 11.13%
4 Consumer Discretionary 10.17%
5 Technology 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.3M 13.11%
650,915
-61,249
2
$13.3M 3.62%
345,928
+72,264
3
$11.1M 3.01%
78,594
+2,063
4
$9.96M 2.7%
54,342
+5,166
5
$9.92M 2.69%
139,089
+1,441
6
$7.71M 2.09%
189,400
+3,130
7
$7.57M 2.05%
85,629
+1,711
8
$7.3M 1.98%
38,180
+1,112
9
$7.26M 1.97%
190,733
+5,454
10
$6.79M 1.84%
87,921
+2,225
11
$6.68M 1.81%
63,877
+1,293
12
$6.67M 1.81%
59,873
+2,366
13
$6.65M 1.81%
26,166
+950
14
$6.23M 1.69%
136,381
+2,841
15
$6.2M 1.68%
80,563
+1,932
16
$6.14M 1.67%
47,420
+26,697
17
$6.13M 1.66%
114,054
+4,466
18
$6.06M 1.64%
128,523
+2,762
19
$6.03M 1.64%
93,530
+41,580
20
$5.98M 1.62%
122,900
+9,000
21
$5.96M 1.62%
416,732
+10,812
22
$5.94M 1.61%
116,335
+621
23
$5.66M 1.54%
108,212
+44,834
24
$5.51M 1.5%
67,185
+18,133
25
$5.45M 1.48%
105,023
+4,771
1
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