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
$441M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$4.67M
3
+$2.67M
4
AEO icon
American Eagle Outfitters
AEO
+$2.55M
5
FDX icon
FedEx
FDX
+$1.99M

Top Sells

1
+$4.92M
2
+$4.82M
3
+$4.28M
4
CERN
Cerner Corp
CERN
+$3.53M
5
EBIX
Ebix Inc
EBIX
+$2.91M

Sector Composition

1 Consumer Discretionary 13.26%
2 Technology 11.94%
3 Healthcare 10.75%
4 Financials 9.82%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.5M 10.55%
597,854
+17,620
2
$38.7M 8.77%
668,503
+97,127
3
$15.7M 3.56%
280,732
-4,060
4
$15.5M 3.52%
317,563
+23,960
5
$13.2M 2.99%
48,576
-8,838
6
$10.8M 2.45%
52,024
-529
7
$10.5M 2.38%
203,518
-1,416
8
$10.5M 2.37%
199,807
-2,624
9
$9.93M 2.25%
112,300
+251
10
$9.57M 2.17%
49,843
-9,623
11
$9.52M 2.16%
38,572
+44
12
$9.29M 2.1%
160,334
+3,703
13
$9.12M 2.07%
182,757
+1,857
14
$8.96M 2.03%
155,664
+1,539
15
$8.61M 1.95%
66,068
+660
16
$8.49M 1.92%
335,578
+105,374
17
$8.43M 1.91%
152,402
+6,219
18
$8.23M 1.87%
52,607
+504
19
$8.19M 1.86%
134,120
+460
20
$7.83M 1.77%
101,297
-26
21
$7.62M 1.73%
61,225
+1,344
22
$7.26M 1.64%
44,622
-646
23
$7.25M 1.64%
53,821
-394
24
$7.02M 1.59%
432,620
+157,086
25
$6.96M 1.58%
48,173
-2,735
1
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