PSF

Pacific Sun Financial Portfolio holdings

AUM $207M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.7M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.11M
3
+$2.63M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$2.19M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.97M

Top Sells

1
+$5.66M
2
+$5.45M
3
+$4.81M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.77M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$4.35M

Sector Composition

1 Real Estate 3.32%
2 Energy 2.09%
3 Financials 1.86%
4 Technology 1.83%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
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