PSF

Pacific Sun Financial Portfolio holdings

AUM $191M
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$5.77M
2 +$5.66M
3 +$5.45M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$4.81M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$242K 0.13%
+5,506
127
$239K 0.13%
+7,463
128
$237K 0.13%
+6,597
129
$236K 0.13%
+16,000
130
$235K 0.13%
+856
131
$227K 0.12%
+7,999
132
$226K 0.12%
+4,180
133
$226K 0.12%
+1,313
134
$225K 0.12%
+8,630
135
$218K 0.12%
+8,220
136
$212K 0.12%
+1,746
137
$206K 0.11%
+903
138
$204K 0.11%
+2,828
139
$202K 0.11%
+2,318
140
$199K 0.11%
+24,829
141
$102K 0.06%
+61,943