PSF
Pacific Sun Financial Portfolio holdings
AUM
$191M
1-Year Est. Return
16.55%
1 Year Est. Return
+16.55%
AUM
$191M
AUM Growth
+$15.7M
(+8.9%)
Holding
190
Top Buys
| 1 | +$318K | |
| 2 | +$307K | |
| 3 | +$300K | |
| 4 |
ARK Innovation ETF
ARKK
|
+$265K |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$263K |
Top Sells
| 1 | +$225K | |
| 2 | +$223K | |
| 3 | +$120K | |
| 4 |
Invesco S&P SmallCap Health Care ETF
PSCH
|
+$114K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$103K |
Sector Composition
| 1 | Technology | 8.07% |
| 2 | Financials | 3.75% |
| 3 | Consumer Discretionary | 3.13% |
| 4 | Communication Services | 2.32% |
| 5 | Real Estate | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Emerson Electric
EMR
$74.7B
| $227K | 0.12% |
+1,700
|
|
||
177
Vanguard S&P 500 Growth ETF
VOOG
$20.7B
| $216K | 0.11% |
+545
|
|
||
178
AbbVie
ABBV
$403B
| $211K | 0.11% |
1,136
|
|
||
179
Global X Artificial Intelligence & Technology ETF
AIQ
$5.61B
| $211K | 0.11% |
+4,824
|
|
||
180
Invesco S&P Global Water Index ETF
CGW
$1.04B
| $207K | 0.11% |
+3,305
|
|
||
181
Vanguard Utilities ETF
VPU
$8.02B
| $207K | 0.11% |
+1,170
|
|
||
182
Utilities Select Sector SPDR Fund
XLU
$22.4B
| $206K | 0.11% |
2,521
-150
|
|
||
183
Salesforce
CRM
$243B
| $202K | 0.11% |
740
-15
|
|
||
184
iShares Core Dividend ETF
DIVB
$1.02B
| $202K | 0.11% |
+4,010
|
|
||
185
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.09B
| $201K | 0.1% |
1,150
|
|
||
186
CubeSmart
CUBE
$9.59B
| $200K | 0.1% |
+4,712
|
|
||
187
TTEC Holdings
TTEC
$173M
| $69.7K | 0.04% |
14,500
|
|
||
188
Modular Medical
MODD
$30.5M
| $19.7K | 0.01% |
26,500
|
|
||
189
iShares Global Healthcare ETF
IXJ
$4.04B
| – | – |
-2,444
|
|
||
190
Invesco Pharmaceuticals ETF
PJP
$273M
| – | – |
-2,600
|
|