PSF
Pacific Sun Financial Portfolio holdings
AUM
$191M
1-Year Return
16.55%
This Quarter Return
+5.57%
1 Year Return
+16.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.35%
Holding
174
New
174
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$6.57M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$4.85M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$4.21M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$3.89M |
| 5 |
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
|
+$3.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.85% |
| 2 | Financials | 2.77% |
| 3 | Consumer Discretionary | 2.5% |
| 4 | Real Estate | 1.47% |
| 5 | Industrials | 1.23% |
