PPA
Pacific Point Advisors Portfolio holdings
AUM
$171M
1-Year Est. Return
21.2%
1 Year Est. Return
+21.2%
AUM
$171M
AUM Growth
-$13M
(-7.1%)
Holding
131
Top Buys
| 1 | +$2.55M | |
| 2 | +$2.15M | |
| 3 | +$1.46M | |
| 4 |
Oracle
ORCL
|
+$1.41M |
| 5 |
Amazon
AMZN
|
+$1.33M |
Top Sells
| 1 | +$35.8M | |
| 2 | +$5.5M | |
| 3 | +$1.76M | |
| 4 |
Microsoft
MSFT
|
+$1.32M |
| 5 |
Core Scientific
CORZ
|
+$1.02M |
Sector Composition
| 1 | Technology | 20.53% |
| 2 | Consumer Discretionary | 11.18% |
| 3 | Consumer Staples | 8.89% |
| 4 | Healthcare | 8.37% |
| 5 | Industrials | 4.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Bunge Global
BG
$18.4B
| – | – |
-6,117
|
|
||
127
Century Communities
CCS
$1.94B
| – | – |
-6,258
|
|
||
128
Stride
LRN
$2.68B
| – | – |
-2,000
|
|
||
129
Intuitive Machines
LUNR
$1.22B
| – | – |
-30,000
|
|
||
130
Occidental Petroleum
OXY
$41.8B
| – | – |
-10,000
|
|
||
131
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
| – | – |
-20,000
|
|