PSF
Pacific Sun Financial Portfolio holdings
AUM
$191M
This Quarter Return
+4.4%
1 Year Return
+16.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$183M
AUM Growth
–
Cap. Flow
+$183M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.75%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$5.77M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.66M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.45M |
| 4 |
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
|
$4.81M |
| 5 |
Apple
AAPL
|
$4.61M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 13.07% |
| 2 | Communication Services | 10.66% |
| 3 | Healthcare | 9.69% |
| 4 | Technology | 9.62% |
| 5 | Industrials | 3.46% |
