PSF
Pacific Sun Financial Portfolio holdings
AUM
$191M
1-Year Return
16.55%
This Quarter Return
-1.9%
1 Year Return
+16.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
–
Cap. Flow
+$174M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.89%
Holding
174
New
174
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$8.67M |
| 2 |
Apple
AAPL
|
+$5.63M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$4.84M |
| 4 |
Invesco S&P SmallCap Health Care ETF
PSCH
|
+$4.23M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$3.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.96% |
| 2 | Consumer Discretionary | 2.56% |
| 3 | Financials | 2.44% |
| 4 | Real Estate | 2.31% |
| 5 | Communication Services | 2% |
