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
$169M
AUM Growth
-$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$227K
2 +$218K
3 +$209K
4
NVDA icon
NVIDIA
NVDA
+$93K
5
TSLA icon
Tesla
TSLA
+$45.1K

Top Sells

1 +$581K
2 +$228K
3 +$221K
4
MDLZ icon
Mondelez International
MDLZ
+$207K
5
ABBV icon
AbbVie
ABBV
+$207K

Sector Composition

1 Technology 7.8%
2 Financials 3.41%
3 Consumer Discretionary 2.89%
4 Communication Services 1.88%
5 Real Estate 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$26.5K 0.02%
16,750
177
-1,136
178
-10,000
179
-758
180
-2,963
181
-9,660
182
-19,066