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
$909M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.05M
3
+$7.41M
4
FN icon
Fabrinet
FN
+$4.74M
5
INGR icon
Ingredion
INGR
+$4.58M

Top Sells

1
+$11.8M
2
+$7.74M
3
+$6.28M
4
MUSA icon
Murphy USA
MUSA
+$6.06M
5
AIN icon
Albany International
AIN
+$3.57M

Sector Composition

1 Technology 13.93%
2 Financials 10.63%
3 Healthcare 9.4%
4 Industrials 8.49%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$144M 15.83%
1,230,799
+5,592
2
$64.4M 7.09%
111,683
+1,784
3
$45.9M 5.05%
1,874,444
+302,774
4
$37.6M 4.14%
161,347
+49
5
$34.3M 3.77%
1,356,110
+156,852
6
$27.4M 3.02%
286,223
+16,367
7
$22.5M 2.47%
52,268
+161
8
$22.4M 2.47%
135,287
+786
9
$19.3M 2.13%
39,160
+178
10
$16.2M 1.78%
248,657
-1,978
11
$15.7M 1.72%
43,016
+217
12
$14.9M 1.64%
66,874
+763
13
$14.9M 1.64%
14,338
-30
14
$14.5M 1.6%
85,371
+100
15
$14.3M 1.57%
30,973
+3
16
$13.6M 1.49%
69,463
+1,174
17
$13M 1.43%
62,520
+60
18
$12.2M 1.35%
34,612
+397
19
$12.2M 1.34%
46,398
+355
20
$12.1M 1.33%
33,554
+133
21
$11.9M 1.31%
42,162
-12,184
22
$10.5M 1.15%
64,553
+57,088
23
$10.3M 1.14%
35,684
+11
24
$9.99M 1.1%
42,967
+399
25
$9.82M 1.08%
90,126
+339
1
2 3 4 5