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
$411M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$5.49M
3
+$4.76M
4
HLI icon
Houlihan Lokey
HLI
+$3.29M
5
ABMD
Abiomed Inc
ABMD
+$3.14M

Top Sells

1
+$30.6M
2
+$11.9M
3
+$7.1M
4
AAPL icon
Apple
AAPL
+$5.18M
5
THO icon
Thor Industries
THO
+$5.04M

Sector Composition

1 Technology 15%
2 Healthcare 14.93%
3 Consumer Discretionary 9.86%
4 Industrials 9.35%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.4M 12.53%
753,319
+80,458
2
$41.4M 10.08%
133,599
+112,504
3
$14.1M 3.43%
154,440
-56,768
4
$11.9M 2.9%
58,428
+3,012
5
$11.4M 2.77%
38,454
-8,739
6
$10.2M 2.49%
44,973
-264
7
$9.66M 2.35%
136,220
+1,120
8
$9.31M 2.27%
48,514
-301
9
$9.21M 2.24%
153,938
-44,432
10
$8.53M 2.08%
115,863
+938
11
$7.99M 1.95%
132,110
+1,610
12
$7.9M 1.93%
28,800
-13,699
13
$7.7M 1.88%
44,445
+459
14
$7.61M 1.85%
68,208
+989
15
$7.06M 1.72%
195,850
-2,811
16
$7.01M 1.71%
45,685
-979
17
$6.99M 1.7%
125,598
+59,099
18
$6.92M 1.69%
39,570
-12,607
19
$6.79M 1.65%
80,386
-84,060
20
$6.2M 1.51%
103,176
+1,684
21
$6.13M 1.49%
146,742
+64,867
22
$6.03M 1.47%
25,843
-11,881
23
$5.92M 1.44%
139,531
-7,677
24
$5.78M 1.41%
81,790
+25,701
25
$5.71M 1.39%
29,629
-19,072
1
2 3 4 5