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PSF
Pacific Sun Financial Portfolio holdings
AUM
$206M
1-Year Est. Return
17.72%
This Fund
S&P 500
1 Year Est. Return
+17.72%
AUM
$206M
AUM Growth
-$1.17M
(-0.56%)
Holding
210
Top Buys
| 1 | +$401K | |
| 2 | +$393K | |
| 3 | +$337K | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$318K |
| 5 |
Rithm Capital
RITM
|
+$307K |
Top Sells
| 1 | +$446K | |
| 2 | +$232K | |
| 3 | +$215K | |
| 4 |
Boeing
BA
|
+$215K |
| 5 |
SPDR Gold Trust
GLD
|
+$209K |
Sector Composition
| 1 | Technology | 7.68% |
| 2 | Financials | 3.6% |
| 3 | Consumer Discretionary | 2.88% |
| 4 | Real Estate | 2.73% |
| 5 | Communication Services | 1.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SGMO
201
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $5.93K | ﹤0.01% |
+24,000
|
|
||
202
Advanced Micro Devices
AMD
$769B
| – | – |
-2,084
|
|
||
|
203
Boeing
BA
$166B
| – | – |
-991
|
|
||
204
Invesco S&P Global Water Index ETF
CGW
$1B
| – | – |
-3,245
|
|
||
205
Salesforce
CRM
$142B
| – | – |
-812
|
|
||
206
iShares Global Healthcare ETF
IXJ
$3.73B
| – | – |
-2,072
|
|
||
207
Modular Medical
MODD
$25.3M
| – | – |
-800
|
|
||
208
Palantir
PLTR
$317B
| – | – |
-1,154
|
|
||
209
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$661M
| – | – |
-6,395
|
|
||
|
210
SPDR Gold Trust
GLD
$137B
| – | – |
-527
|
|