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Stephen F. Schliesser

@Pacific Center For Financial Services

Latest period2024 - Q3ReportedManaged Assets$379.716MTotal holdings485
Assets growth rate6.45%Assets growth rate (2-Q avg)4.09%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Center For Financial Services's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 485 positions.

Assets under management

The assets under management (AUM) of Pacific Center For Financial Services over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 379.716M in assets, with a quarterly growth rate of 6.45% and a 2-quarter average growth rate of 4.09%. The portfolio is managed by Stephen F. Schliesser, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DGDollar Gen Corp New
Recent Activity
Exited
0%
$12,166
92 shares@ $132.24 avg price
LLFLQLl Flooring Holdings Inc
Recent Activity
Exited
0%
$3,638
2,544 shares@ $1.44 avg price